Overview
Assets Under Management: $174 million
Headquarters: CAMPBELL, CA
High-Net-Worth Clients: 300
Average Client Assets: $0.3 million
Frequently Asked Questions
WHJR ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113269), WHJR ASSOCIATES is subject to fiduciary duty under federal law.
WHJR ASSOCIATES is headquartered in CAMPBELL, CA.
WHJR ASSOCIATES serves 300 high-net-worth clients according to their SEC filing dated November 17, 2017. View client details ↓
According to their SEC Form ADV, WHJR ASSOCIATES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
WHJR ASSOCIATES manages $174 million in client assets according to their SEC filing dated November 17, 2017.
According to their SEC Form ADV, WHJR ASSOCIATES serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 300
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.62%
Average Client Assets: $0.3 million
Total Client Accounts: 618
Discretionary Accounts: 300
Non-Discretionary Accounts: 318
Regulatory Filings
CRD Number: 113269
Filing ID: 1152230
Last Filing Date: 2017-11-17 16:59:00