Overview
Assets Under Management: $225 million
High-Net-Worth Clients: 71
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.06
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 91
Discretionary Accounts: 91
Regulatory Filings
CRD Number: 137075
Last Filing Date: 2024-03-06 00:00:00
Website: https://bennettselby.com