Criterion Wealth Management
Criterion Wealth Management (CRD# 142180) is a financial advisory firm headquartered in Santa Clarita, CA. They manage $43,572,416 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management44MILLION
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Total Number of Accounts75ACCOUNTS
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Average Account Value$580,966
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Criterion Wealth Management
No Advisor Found.
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