Overview
Assets Under Management: $499 million
Headquarters: CARMEL, CA
High-Net-Worth Clients: 165
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.92
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,589
Discretionary Accounts: 1,589
Regulatory Filings
CRD Number: 147814
Last Filing Date: 2025-01-06 00:00:00
Website: https://praetorianguard.biz