Overview
Assets Under Management: $438 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 196
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 196
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.35
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,489
Discretionary Accounts: 1,246
Non-Discretionary Accounts: 243
Regulatory Filings
CRD Number: 143425
Last Filing Date: 2024-03-22 00:00:00
Website: https://stewartwealthmgt.com