Overview
Assets Under Management: $198 million
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 392
Discretionary Accounts: 392
Regulatory Filings
CRD Number: 306902
Last Filing Date: 2024-03-22 00:00:00
Website: https://46peaks.com