Overview
Assets Under Management: $1.1 billion
Headquarters: CLARKSDALE, MS
High-Net-Worth Clients: 8
Average Client Assets: $36 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.74
Average High-Net-Worth Client Assets: $36 million
Total Client Accounts: 2,720
Discretionary Accounts: 2,357
Non-Discretionary Accounts: 363
Regulatory Filings
CRD Number: 142944
Filing ID: 1997514
Last Filing Date: 2025-07-28 09:44:00
Website: https://dinsmorecomplianceservices.com