Overview
Assets Under Management: $185 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 43
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.28
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 194
Discretionary Accounts: 194
Regulatory Filings
CRD Number: 137404
Last Filing Date: 2024-10-21 00:00:00
Website: https://aftforsyth.net