Overview
Assets Under Management: $545 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 126
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 126
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.05
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,238
Discretionary Accounts: 1,088
Non-Discretionary Accounts: 150
Regulatory Filings
CRD Number: 308292
Last Filing Date: 2024-06-13 00:00:00
Website: https://pathview.com