Mcwilliams Packard Wealth Management, LLC is a large advisory firm based in San Francisco. It manages $357.25 million of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Mcwilliams Packard Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mcwilliams Packard Wealth Management, LLC is $357.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1067% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mcwilliams Packard Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Mcwilliams Packard Wealth Management, LLC performs its advisory services is located at Two Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (415) 288-3000 or by fax (415) 288-3039. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.