Overview
Assets Under Management: $403 million
Headquarters: CALABASAS, CA
High-Net-Worth Clients: 122
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,077
Non-Discretionary Accounts: 1,077
Regulatory Filings
CRD Number: 289437
Last Filing Date: 2025-02-14 00:00:00
Website: https://privatewealthsolutions.com