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DESTINATION WEALTH MANAGEMENT
1255 Treat Boulevard
Suite 900
Walnut Creek, California 94597
Tel: 925-935-2900
About DESTINATION WEALTH MANAGEMENT
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 $3,211,516,711 assets under management, offering retirement planning & investment advisory services to 5463 clients. The firm is staffed with 51 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 110365 |
| SEC# | 801-53077 |
| Assets Managed by Firm | $3,211,516,711 |
| No. of Clients | 5463 |
| No. of Advisors | 51 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5463 | $3,211,516,711 |
| Individuals (other than high net worth individuals) | 1032 | $544,994,449 |
| High net worth individuals | 1030 | $2,538,229,084 |
| Pension and profit sharing plans | 29 | $61,198,277 |
| Charitable organizations | 3 | $15,355,005 |
| Corporations or other businesses | 14 | $51,739,896 |
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