Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > mill valley > ASSEMBLY WEALTH
ASSEMBLY WEALTH
319 Miller Avenue
Mill Valley, California 94941
Tel: 415-541-7774
About ASSEMBLY WEALTH
ASSEMBLY WEALTH, formally registered with the SEC as ASSEMBLY WEALTH. The firm was established in 05/26/2000. They have over 1 offices throughout the country.
ASSEMBLY WEALTH is a Mill Valley, California based Financial Planning firm with nearly $368,984,168 assets under management, offering retirement planning & investment advisory services to 615 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108834 |
| SEC# | 801-57629 |
| Assets Managed by Firm | $368,984,168 |
| No. of Clients | 615 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 615 | $368,984,168 |
| Individuals (other than high net worth individuals) | 233 | $113,740,254 |
| High net worth individuals | 22 | $255,243,914 |
More Retirement Planning firms in Mill Valley, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Mill Valley, California