Overview
Assets Under Management: $259 million
Headquarters: DANVILLE, CA
High-Net-Worth Clients: 98
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 769
Discretionary Accounts: 687
Non-Discretionary Accounts: 82
Regulatory Filings
CRD Number: 170265
Last Filing Date: 2025-02-07 00:00:00
Website: https://simplexwm.com