Overview
Assets Under Management: $312 million
Headquarters: BEVERLY HILLS, CA
High-Net-Worth Clients: 155
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 155
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,417
Discretionary Accounts: 1,400
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 292849
Last Filing Date: 2024-07-01 00:00:00
Website: https://oboylewm.com