Overview
Assets Under Management: $369 million
Headquarters: LOWER GWYNEDD, PA
High-Net-Worth Clients: 75
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.86
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,063
Discretionary Accounts: 1,059
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 321705
Last Filing Date: 2025-02-14 00:00:00
Website: https://dinsmorecomplianceservices.com