Overview
Assets Under Management: $2.0 billion
Headquarters: JERSEY CITY, NJ
High-Net-Worth Clients: 2,034
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2,034
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.93
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,859
Discretionary Accounts: 1,814
Non-Discretionary Accounts: 45
Regulatory Filings
CRD Number: 8517
Last Filing Date: 2024-03-21 00:00:00
Website: https://ahbi.com