Overview
Assets Under Management: $207 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 56
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 391
Discretionary Accounts: 391
Regulatory Filings
CRD Number: 305817
Last Filing Date: 2025-01-24 00:00:00
Website: https://1858wm.com