Overview
Assets Under Management: $456 million
Headquarters: DAYTON, OH
High-Net-Worth Clients: 69
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.71
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 377
Discretionary Accounts: 376
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 292661
Last Filing Date: 2024-08-09 00:00:00
Website: https://bstwealthadvisors.com