Overview
Assets Under Management: $151 million
High-Net-Worth Clients: 35
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.72
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 172
Discretionary Accounts: 172
Regulatory Filings
CRD Number: 121388
Last Filing Date: 2025-02-06 00:00:00
Website: https://aznaradvisors.com