Overview
Assets Under Management: $122 million
Headquarters: NEW YORK,, NY
High-Net-Worth Clients: 27
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.69
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 80
Discretionary Accounts: 80
Regulatory Filings
CRD Number: 168788
Last Filing Date: 2025-01-15 00:00:00
Website: https://ashbaycapital.com