Overview
Assets Under Management: $2.5 billion
Headquarters: SARATOGA, CA
High-Net-Worth Clients: 12
Average Client Assets: $67 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.94
Average High-Net-Worth Client Assets: $67 million
Total Client Accounts: 3,016
Discretionary Accounts: 2,957
Non-Discretionary Accounts: 59
Regulatory Filings
CRD Number: 110506
Filing ID: 1978752
Last Filing Date: 2025-04-11 09:32:00
Website: https://dinsmorecomplianceservices.com