Overview
Assets Under Management: $348 million
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 122
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 697
Discretionary Accounts: 697
Regulatory Filings
CRD Number: 124663
Last Filing Date: 2024-03-13 00:00:00
Website: https://arcataur.com