Overview
Assets Under Management: $234 million
Headquarters: KETCHUM, ID
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 708
Discretionary Accounts: 705
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 141944
Last Filing Date: 2024-12-03 00:00:00
Website: https://investaca.com