Overview
Assets Under Management: $810 million
Headquarters: EL DORADO HILLS, CA
High-Net-Worth Clients: 162
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,346
Discretionary Accounts: 1,346
Regulatory Filings
CRD Number: 306217
Filing ID: 1955734
Last Filing Date: 2025-03-11 18:45:00
Website: https://statherosfinancial.com