Overview
Assets Under Management: $439 million
High-Net-Worth Clients: 78
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.58
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 263
Discretionary Accounts: 257
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 304920
Last Filing Date: 2025-01-21 00:00:00
Website: https://alaethes.com