Overview
Assets Under Management: $1.5 billion
High-Net-Worth Clients: 102
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.54
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,783
Discretionary Accounts: 1,783
Regulatory Filings
CRD Number: 114642
Filing ID: 1970802
Last Filing Date: 2025-03-28 08:18:00
Website: https://analyst.co.il