Overview
Assets Under Management: $444 million
Headquarters: LAFAYETTE, IN
High-Net-Worth Clients: 198
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,761
Discretionary Accounts: 1,686
Non-Discretionary Accounts: 75
Regulatory Filings
CRD Number: 306757
Filing ID: 2002337
Last Filing Date: 2025-07-08 08:03:00
Website: https://dinsmorecomplianceservices.com