Overview
Assets Under Management: $1.0 billion
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 409
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 409
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,680
Discretionary Accounts: 1,633
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 126767
Filing ID: 1949942
Last Filing Date: 2025-03-04 11:09:00
Website: https://bssfa.com