Overview
Assets Under Management: $730 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 208
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 208
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.86
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,411
Discretionary Accounts: 2,405
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 289273
Filing ID: 1962930
Last Filing Date: 2025-03-21 11:27:00
Website: https://apeironplanning.com