Overview
Assets Under Management: $369 million
Headquarters: FRESNO, CA
High-Net-Worth Clients: 2
Average Client Assets: $72 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.85
Average High-Net-Worth Client Assets: $72 million
Total Client Accounts: 1,125
Discretionary Accounts: 1,125
Regulatory Filings
CRD Number: 141971
Filing ID: 1947829
Last Filing Date: 2025-03-12 10:07:00
Website: https://pwa.net