Overview
Assets Under Management: $561 million
Headquarters: SAN LUIS OBISPO, CA
High-Net-Worth Clients: 141
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.86
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,254
Discretionary Accounts: 1,254
Regulatory Filings
CRD Number: 309506
Last Filing Date: 2024-04-23 00:00:00
Website: https://sanluiswealth.com