Overview
Assets Under Management: $1.1 billion
Headquarters: MILFORD, PA
High-Net-Worth Clients: 248
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 248
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.94
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,317
Discretionary Accounts: 1,318
Non-Discretionary Accounts: 999
Regulatory Filings
CRD Number: 130105
Filing ID: 1968985
Last Filing Date: 2025-03-27 08:42:00
Website: https://thebiondogroup.com