Overview
Assets Under Management: $271 million
Headquarters: DAPHNE, AL
High-Net-Worth Clients: 165
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.60
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 311
Discretionary Accounts: 308
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 156623
Last Filing Date: 2025-02-18 00:00:00
Website: https://6thstreetadvisors.com