Overview
Assets Under Management: $164 million
Headquarters: BLUFFTON, SC
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 644
Discretionary Accounts: 644
Regulatory Filings
CRD Number: 118794
Last Filing Date: 2024-03-26 00:00:00
Website: https://thebedminstergroup.com