Overview
Assets Under Management: $208 million
Headquarters: MASSAPEQUA, NY
High-Net-Worth Clients: 37
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.50
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 228
Non-Discretionary Accounts: 228
Regulatory Filings
CRD Number: 159083
Last Filing Date: 2025-01-22 00:00:00
Website: https://adcwealth.com