Overview
Assets Under Management: $181 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 695
Discretionary Accounts: 695
Regulatory Filings
CRD Number: 164532
Last Filing Date: 2024-04-01 00:00:00
Website: https://prevailwealth.com