Overview
Assets Under Management: $232 million
Headquarters: NAPA, CA
High-Net-Worth Clients: 90
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 222
Discretionary Accounts: 222
Regulatory Filings
CRD Number: 137724
Last Filing Date: 2024-03-04 00:00:00
Website: https://napawealth.com