Overview
Assets Under Management: $144 million
Headquarters: MARINA DEL REY, CA
High-Net-Worth Clients: 3
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.79
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 670
Discretionary Accounts: 654
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 310051
Filing ID: 1970440
Last Filing Date: 2025-03-28 12:33:00
Website: https://siliconbeachwealth.com