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ALLWORTH FINANCIAL, L.P.
FOLSOM, CA
916-482-2196
SEC #801-68255Total AUM
$33.6B
Employees
493Clients
29,297Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
340 PALLADIO PKWY.
SUITE 501
FOLSOM
CA 95630
United States
SUITE 501
FOLSOM
CA 95630
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
916-482-2196
Other Offices
35
Financials
Total AUM
$33.6B
Accounts
75,126Discretionary
$33.1B
Accounts
73,370Non-Discretionary
$489.4M
Accounts
1,756
Clients
Individual Clients
19,503AUM
$7B
HNW Individual Clients
9,283AUM
$25.2B
Pooled Vehicle Clients
2AUM
$54.8M
Pension/Profit Sharing Plan Clients
259AUM
$808.5M
Charitable Organization Clients
107AUM
$30.6M
Corporation or Business Clients
143AUM
$430.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.