Overview
Assets Under Management: $296 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,245
Discretionary Accounts: 295
Non-Discretionary Accounts: 950
Regulatory Filings
CRD Number: 264786
Last Filing Date: 2025-02-26 00:00:00
Website: https://miramontescapital.com