Overview
Assets Under Management: $298.8 billion
Headquarters: PASADENA, CA
High-Net-Worth Clients: 68
Average Client Assets: $145 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.30
Average High-Net-Worth Client Assets: $145 million
Total Client Accounts: 36,775
Discretionary Accounts: 36,772
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 110441
Filing ID: 1986865
Last Filing Date: 2025-05-01 16:31:00
Website: https://westernasset.com