Overview
Assets Under Management: $165 million
Headquarters: MONTGOMERY, TX
High-Net-Worth Clients: 77
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 166
Discretionary Accounts: 166
Regulatory Filings
CRD Number: 307799
Last Filing Date: 2025-03-05 00:00:00
Website: https://vigilantllc.com