Overview
Assets Under Management: $184 million
Headquarters: RICHARDSON, TX
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.32
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 325
Discretionary Accounts: 321
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 140066
Last Filing Date: 2024-03-21 00:00:00
Website: https://blandgarvey.com