Assets under management*
$2,249,193,554
Firm founded
1986
# of client accounts*
4256
# of employees*
50+
including 15+ CFP® professionals
new client relationships
$500,000 minimum
Accounts custodians
Schwab/Fidelity
*as of 12/31/2018
Destination Wealth Management is an Independent Registered Investment Advisor and is not affiliated with Schwab or Fidelity. Registration with the Securities and Exchange Commission or any securities authority does not imply a certain level or skill. Account minimums may be subject to negotiation.
