Overview
Assets Under Management: $177 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 87
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 539
Discretionary Accounts: 376
Non-Discretionary Accounts: 163
Regulatory Filings
CRD Number: 144789
Last Filing Date: 2024-02-12 00:00:00
Website: https://pwsg.net