Overview
Assets Under Management: $226 million
High-Net-Worth Clients: 291
Average Client Assets: $322,966
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 291
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.61
Average High-Net-Worth Client Assets: $322,966
Total Client Accounts: 1,818
Discretionary Accounts: 1,818
Regulatory Filings
CRD Number: 318170
Filing ID: 1964656
Last Filing Date: 2025-04-03 17:45:00
Website: https://724cap.com