Overview
Assets Under Management: $114 million
Headquarters: DEERFIELD, IL
High-Net-Worth Clients: 28
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.89
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 79
Non-Discretionary Accounts: 79
Regulatory Filings
CRD Number: 149115
Last Filing Date: 2024-09-25 00:00:00
Website: https://bakeryoest.com