Overview
Assets Under Management: $113 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 99
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.16
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 108
Discretionary Accounts: 108
Regulatory Filings
CRD Number: 152117
Last Filing Date: 2024-04-01 00:00:00
Website: https://bhasset.com