Overview
Assets Under Management: $218 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 74
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 532
Discretionary Accounts: 497
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 291645
Last Filing Date: 2024-11-08 00:00:00
Website: https://silveroakwa.com