Overview
Assets Under Management: $144 million
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.53
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 224
Discretionary Accounts: 194
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 308547
Last Filing Date: 2024-04-02 00:00:00
Website: https://sonomaprivatewealth.com