Overview
Assets Under Management: $3.4 billion
Headquarters: REDWOOD CITY, CA
High-Net-Worth Clients: 290
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 290
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.26
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 2,030
Discretionary Accounts: 1,980
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 291194
Last Filing Date: 2025-02-27 00:00:00
Website: https://dinsmorecomplianceservices.com