Overview
Assets Under Management: $200 million
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 346
Discretionary Accounts: 346
Regulatory Filings
CRD Number: 120593
Last Filing Date: 2025-01-31 00:00:00
Website: https://ahlinvestment.com