Overview
Assets Under Management: $149 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.59
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 337
Discretionary Accounts: 234
Non-Discretionary Accounts: 103
Regulatory Filings
CRD Number: 122360
Last Filing Date: 2024-11-13 00:00:00
Website: https://aldebarancapital.com