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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 $3,701,661,223 assets under management, offering retirement planning & investment advisory services to 5567 clients. The firm is staffed with 53 experienced financial planners.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| 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 |
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