Overview
Assets Under Management: $325 million
Headquarters: URBANA, IL
High-Net-Worth Clients: 7
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.12
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 567
Discretionary Accounts: 567
Regulatory Filings
CRD Number: 128044
Filing ID: 1949717
Last Filing Date: 2025-03-12 22:14:00
Website: https://busey.com