Overview
Assets Under Management: $673 million
Headquarters: CAMPBELL, CA
High-Net-Worth Clients: 171
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.67
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 255
Discretionary Accounts: 226
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 108627
Last Filing Date: 2024-03-15 00:00:00
Website: https://wadefa.com