Destination Wealth Management

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Assets, Funds, Holdings

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Destination Wealth Management
CRD #110365
SEC #801-53077
CIK #
AUM $2.2 BB (100% Disc, 99% US)
Employees52 (60% Investors, 0% Brokers)
Phone925-935-2900
Address1255 Treat Boulevard
Walnut Creek, CA 94597
Source IAPDexternal Websiteexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 147.2
AGG 126.5
SDY 69.4
VUG 61.2
IJR 54.4
AAPL 843,560.0 48.9
IGM 44.8
IGSB 42.9
STIP 41.9
IEMG 40.9
View All
Holdings by Sector ($BB)
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