Overview
Assets Under Management: $276 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 204
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 204
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.23
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 777
Discretionary Accounts: 777
Regulatory Filings
CRD Number: 279037
Last Filing Date: 2024-10-02 00:00:00
Website: https://pwmg.com