Overview
Assets Under Management: $397 million
Headquarters: TEMPE, AZ
High-Net-Worth Clients: 100
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 568
Discretionary Accounts: 568
Regulatory Filings
CRD Number: 151365
Last Filing Date: 2025-02-05 00:00:00
Website: https://biltmorewealthaz.com