Overview
Assets Under Management: $316 million
Headquarters: GRASS VALLEY, CA
High-Net-Worth Clients: 150
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.98
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,526
Discretionary Accounts: 1,526
Regulatory Filings
CRD Number: 110064
Last Filing Date: 2025-02-14 00:00:00
Website: https://lpl.com