Overview
Assets Under Management: $179 million
Headquarters: LOS GATOS, CA
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 477
Discretionary Accounts: 477
Regulatory Filings
CRD Number: 133908
Last Filing Date: 2025-02-19 00:00:00
Website: https://parkworth.com