Overview
Assets Under Management: $1.4 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 834
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 834
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,152
Discretionary Accounts: 334
Non-Discretionary Accounts: 818
Regulatory Filings
CRD Number: 119854
Last Filing Date: 2024-08-27 00:00:00
Website: https://ameraudi.com