Overview
Assets Under Management: $273 million
Headquarters: MODESTO, CA
High-Net-Worth Clients: 75
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.61
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 905
Discretionary Accounts: 904
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 315326
Last Filing Date: 2025-02-18 00:00:00
Website: https://oliveirawealth.com