Overview
Assets Under Management: $463 million
Headquarters: SOUTHPORT, CT
High-Net-Worth Clients: 92
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.44
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 646
Discretionary Accounts: 627
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 140165
Last Filing Date: 2024-12-19 00:00:00
Website: https://5thstreetadvisors.com