Overview
Assets Under Management: $233 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 178
Average Client Assets: $3 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: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.38
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 556
Discretionary Accounts: 556
Regulatory Filings
CRD Number: 116682
Last Filing Date: 2024-10-08 00:00:00
Website: https://boonewealth.com