Overview
Assets Under Management: $1.4 billion
Headquarters: EL SEGUNDO, CA
High-Net-Worth Clients: 44
Average Client Assets: $32 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.86
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 328
Discretionary Accounts: 250
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 297852
Last Filing Date: 2025-02-05 00:00:00
Website: http://www.curatedwealthpartners.com