Overview

Assets Under Management: $282 million
Headquarters: WESTPORT, CT
High-Net-Worth Clients: 85
Average Client Assets: $3 million

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 274
Discretionary Accounts: 274

Regulatory Filings

CRD Number: 157883
Last Filing Date: 2025-02-10 00:00:00
Website: https://ayrshirecapital.com