Overview
Assets Under Management: $177 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 199
Average Client Assets: $690,732
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 199
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.79
Average High-Net-Worth Client Assets: $690,732
Total Client Accounts: 729
Discretionary Accounts: 729
Regulatory Filings
CRD Number: 288810
Last Filing Date: 2025-03-05 00:00:00
Website: https://brixcwa.com