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Forbes Lists

#60
California - San Francisco (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

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Morgan Stanley Smith Barney LLC. Member SIPC.   
CRC 6201439 1/24
Contact Rowan
Rowan.M.Beach@morganstanley.com
(415) 984-6024
555 California Street 35th Floor, San Francisco, California 94104
Asset Summary
As of Jun, 2023
$500K
Min Account Size For New Business
$600K-6M
Typical Size Of Households
$1-8M
Typical Net Worth Of Relationships
$310M
Team Assets (Custodied)