Overview
Assets Under Management: $402 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 452
Average Client Assets: $414,083
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 452
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.28
Average High-Net-Worth Client Assets: $414,083
Total Client Accounts: 328
Discretionary Accounts: 322
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 148343
Last Filing Date: 2024-11-01 00:00:00
Website: https://oldwestim.com