Overview
Assets Under Management: $470 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 148
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.04
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,390
Discretionary Accounts: 1,389
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 288593
Filing ID: 1952313
Last Filing Date: 2025-03-12 13:25:00
Website: https://towerpointwealth.com