Overview
Assets Under Management: $181 million
Headquarters: PLYMOUTH, MA
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.57
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 530
Discretionary Accounts: 524
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 119262
Last Filing Date: 2024-03-25 00:00:00
Website: https://1620ia.com