Overview
Assets Under Management: $1.4 billion
Headquarters: MIAMI, FL
High-Net-Worth Clients: 178
Average Client Assets: $6 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.82
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 800
Discretionary Accounts: 221
Non-Discretionary Accounts: 579
Regulatory Filings
CRD Number: 112221
Last Filing Date: 2024-06-11 00:00:00
Website: https://borealcm.com