Assets Under Management
$432.9M
Number of Clients
254
Number of Advisors
7
Average Client AUM
$1.7M
AUM per Advisor
$61.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Assembly Wealth offers investment supervisory services through individual portfolio management within a wrap fee program. They also provide standalone financial planning services, creating customized plans to help clients achieve their financial goals. Investment recommendations include various securities, and strategies include long-term and short-term purchases.
319 Miller Avenue, Mill Valley, CA, 94941