Overview
Assets Under Management: $236 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 121
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 991
Discretionary Accounts: 991
Regulatory Filings
CRD Number: 137705
Last Filing Date: 2024-03-27 00:00:00
Website: https://atsfinancial.com