Overview
Assets Under Management: $1.2 billion
Headquarters: ST LOUIS, MO
High-Net-Worth Clients: 113
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.37
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 383
Discretionary Accounts: 382
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 105157
Last Filing Date: 2025-02-27 00:00:00
Website: https://ahco.com