Overview
Assets Under Management: $318 million
Headquarters: EL SEGUNDO, CA
High-Net-Worth Clients: 54
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.50
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 461
Discretionary Accounts: 461
Regulatory Filings
CRD Number: 136719
Last Filing Date: 2025-02-11 00:00:00
Website: https://sharpergranite.com