Overview
Assets Under Management: $333 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 83
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.91
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 498
Discretionary Accounts: 498
Regulatory Filings
CRD Number: 108038
Last Filing Date: 2025-01-31 00:00:00
Website: https://boca-wealth.com