Overview
Assets Under Management: $1.3 billion
Headquarters: PASADENA, CA
High-Net-Worth Clients: 212
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 212
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.61
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,843
Discretionary Accounts: 1,021
Non-Discretionary Accounts: 822
Regulatory Filings
CRD Number: 295178
Filing ID: 1930729
Last Filing Date: 2025-03-21 13:23:00
Website: https://pasadena-private.com