Overview
Assets Under Management: $131 million
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 151
Discretionary Accounts: 151
Regulatory Filings
CRD Number: 156261
Last Filing Date: 2025-02-25 00:00:00
Website: HTTPS://WWW.AVOCETCAPITAL.COM