Overview
Assets Under Management: $164 million
Headquarters: ENCINO, CA
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 411
Discretionary Accounts: 411
Regulatory Filings
CRD Number: 135406
Last Filing Date: 2025-02-05 00:00:00
Website: https://whria.com