Overview
Assets Under Management: $35.9 billion
High-Net-Worth Clients: 833
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 833
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,194
Discretionary Accounts: 1,124
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 135829
Last Filing Date: 2024-03-27 00:00:00
Website: https://beutelgoodman.com