Overview
Assets Under Management: $356 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 95
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: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,095
Discretionary Accounts: 862
Non-Discretionary Accounts: 233
Regulatory Filings
CRD Number: 291029
Last Filing Date: 2024-03-18 00:00:00
Website: https://rba-wealth.com