Overview
Assets Under Management: $323 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 125
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 829
Discretionary Accounts: 814
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 117627
Last Filing Date: 2025-03-03 00:00:00
Website: https://shiraridge.com