Overview
Assets Under Management: $326 million
Headquarters: CENTURY CITY, CA
High-Net-Worth Clients: 96
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.65
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 619
Discretionary Accounts: 619
Regulatory Filings
CRD Number: 282436
Last Filing Date: 2025-02-03 00:00:00
Website: https://sitrincapital.com