Overview
Assets Under Management: $303 million
Headquarters: PAWLING, NY
High-Net-Worth Clients: 49
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.54
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 173
Discretionary Accounts: 172
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 111114
Last Filing Date: 2025-02-05 00:00:00
Website: https://bournelent.com