Overview
Assets Under Management: $241 million
Headquarters: SAVANNAH, GA
High-Net-Worth Clients: 54
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.06
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 177
Discretionary Accounts: 177
Regulatory Filings
CRD Number: 304058
Last Filing Date: 2024-03-12 00:00:00
Website: https://gmail.com