Overview
Assets Under Management: $337 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 171
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 925
Discretionary Accounts: 925
Regulatory Filings
CRD Number: 136029
Last Filing Date: 2024-10-18 00:00:00
Website: https://mwsus.com