1255 Treat Boulevard
Suite 900
Walnut Creek, California 94597
Tel: 925-935-2900
DESTINATION WEALTH MANAGEMENT, formally registered with the SEC as DESTINATION WEALTH MANAGEMENT. The firm was established in 10/11/1996. They have over 1 offices throughout the country.
DESTINATION WEALTH MANAGEMENT is a Walnut Creek, California based Financial Planning firm with nearly $3,701,661,223 assets under management, offering retirement planning & investment advisory services to 5567 clients. The firm is staffed with 53 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110365 |
SEC# | 801-53077 |
Assets Managed by Firm | $3,701,661,223 |
No. of Clients | 5567 |
No. of Advisors | 53 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5567 | $3,701,661,223 |
Individuals (other than high net worth individuals) | 940 | $499,997,068 |
High net worth individuals | 1155 | $3,041,065,963 |
Pension and profit sharing plans | 29 | $84,103,173 |
Charitable organizations | 3 | $15,934,421 |
Corporations or other businesses | 15 | $60,560,598 |
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 |
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