Overview
Assets Under Management: $300 million
Headquarters: BERKELEY, CA
High-Net-Worth Clients: 92
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.11
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 610
Discretionary Accounts: 610
Regulatory Filings
CRD Number: 285538
Last Filing Date: 2025-02-04 00:00:00
Website: https://td-wm.com