Overview
Assets Under Management: $747 million
Headquarters: CONSHOHOCKEN, PA
High-Net-Worth Clients: 128
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 458
Discretionary Accounts: 448
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 144853
Last Filing Date: 2024-11-07 00:00:00
Website: https://addisoncapital.com