Destination Wealth Management
Nombre legal: DESTINATION WEALTH MANAGEMENT
Detalles de contacto completos
Destination Wealth Management
1255 TREAT BOULEVARD, SUITE 900, WALNUT CREEK, CA
925-935-2900
925-935-1808
Otra información
Destination Wealth Management, una corporación DE, es una firma de gestión financiera con 52 empleados, incluyendo 31 roles de asesoramiento, que atiende a 5 clientes. Su estado más reciente ante la SEC es Aprobado con una fecha de registro del 11 de octubre de 1996.
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Propietarios directos
-
GEORGE KUNG WAI CHIN
PRESIDENT AND CHIEF OPERATING OFFICER posee más del 10% pero menos del 25%
-
JESSICA S LAMBRUSCHINI-COY
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGER posee menos de 5%
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MICHAEL ALLEN YOSHIKAMI
CEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEE posee 75% o más
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Top Holdings
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- PIMCO ETF TR $4,000k