Overview
Assets Under Management: $141 million
Headquarters: HOLLYWOOD, FL
High-Net-Worth Clients: 1
Average Client Assets: $111 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.54
Average High-Net-Worth Client Assets: $111 million
Total Client Accounts: 431
Discretionary Accounts: 423
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 139610
Filing ID: 1959421
Last Filing Date: 2025-03-26 08:08:00
Website: https://bluekeypwp.com