Overview
Assets Under Management: $713 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 52
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.45
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 146
Discretionary Accounts: 146
Regulatory Filings
CRD Number: 145475
Last Filing Date: 2024-03-28 00:00:00
Website: https://brookmont.com