Overview
Assets Under Management: $918 million
Headquarters: NATICK, MA
High-Net-Worth Clients: 372
Average Client Assets: $476,575
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 372
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.32
Average High-Net-Worth Client Assets: $476,575
Total Client Accounts: 544
Discretionary Accounts: 502
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 139879
Last Filing Date: 2025-03-02 00:00:00
Website: https://assetstrategy.com