Overview
Assets Under Management: $648 million
Headquarters: LOS ALTOS, CA
High-Net-Worth Clients: 99
Average Client Assets: $6 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: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.15
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 748
Discretionary Accounts: 585
Non-Discretionary Accounts: 163
Regulatory Filings
CRD Number: 328421
Last Filing Date: 2025-01-21 00:00:00
Website: https://travekawealth.com