Overview
Assets Under Management: $272 million
Headquarters: BEAUFORT, SC
High-Net-Worth Clients: 68
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.69
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 224
Discretionary Accounts: 224
Regulatory Filings
CRD Number: 306239
Last Filing Date: 2025-02-06 00:00:00
Website: https://apricuswealth.com