Overview
Assets Under Management: $853 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 102
Average Client Assets: $8 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.95
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 486
Discretionary Accounts: 364
Non-Discretionary Accounts: 122
Regulatory Filings
CRD Number: 305389
Last Filing Date: 2024-07-11 00:00:00
Website: https://brightsidepartnersllc.com