Overview
Assets Under Management: $228 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 27
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 807
Discretionary Accounts: 807
Regulatory Filings
CRD Number: 144069
Filing ID: 1995817
Last Filing Date: 2025-06-20 12:59:00
Website: https://srcmadvisors.com