Overview
Assets Under Management: $290 million
Headquarters: FOLSOM, CA
High-Net-Worth Clients: 153
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.34
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,116
Discretionary Accounts: 1,088
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 139663
Last Filing Date: 2024-03-21 00:00:00
Website: https://veripax.net