Overview
Assets Under Management: $694 million
Headquarters: RENO, NV
High-Net-Worth Clients: 191
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 191
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 871
Discretionary Accounts: 863
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 122205
Last Filing Date: 2025-01-06 00:00:00
Website: https://financialhealth.com