Destination Wealth Management is an investment advisor in Walnut Creek with $3.81 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Ycmnet Advisors Inc
SEC CIK
IRS number
562326959
SEC advisor number
801-53077
FINRA CRD number
110365
AUM ?
$3.70 bn
(as of 10 Oct 24)
Accounts
5,567
(as of 10 Oct 24)
Employees
53
(32 investment advisory or research)
Address
Destination Wealth Management
1255 TREAT BLVD. SUITE 900
WALNUT CREEK
CA 94597
1255 TREAT BLVD. SUITE 900
WALNUT CREEK
CA 94597
Phone
925-935-2900
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jul 24
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22