Overview
Assets Under Management: $159 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 737
Discretionary Accounts: 527
Non-Discretionary Accounts: 210
Regulatory Filings
CRD Number: 327885
Last Filing Date: 2024-03-04 00:00:00
Website: https://salientwealthplanning.com