Overview
Assets Under Management: $308 million
Headquarters: SANTA ROSA, CA
High-Net-Worth Clients: 4
Average Client Assets: $36 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.40
Average High-Net-Worth Client Assets: $36 million
Total Client Accounts: 815
Discretionary Accounts: 815
Regulatory Filings
CRD Number: 335435
Filing ID: 2011471
Last Filing Date: 2025-08-27 14:48:00
Website: https://yahoo.com