Overview
Assets Under Management: $162 million
Headquarters: LA JOLLA, CA
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 645
Discretionary Accounts: 645
Regulatory Filings
CRD Number: 151284
Last Filing Date: 2025-02-03 00:00:00
Website: https://nd-wm.com