Overview
Assets Under Management: $321 million
Headquarters: CENTERVILLE, OH
High-Net-Worth Clients: 38
Average Client Assets: $8 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.77
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 79
Discretionary Accounts: 79
Regulatory Filings
CRD Number: 319275
Last Filing Date: 2025-02-28 00:00:00
Website: https://accent-cm.com