Overview
Assets Under Management: $376 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 157
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,043
Discretionary Accounts: 1,023
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 313332
Last Filing Date: 2024-01-31 00:00:00
Website: https://vbwmgt.com