Overview
Assets Under Management: $224 million
High-Net-Worth Clients: 59
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 97
Discretionary Accounts: 96
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 316838
Last Filing Date: 2025-02-28 00:00:00
Website: https://blodgettwealth.com