Overview
Assets Under Management: $546 million
Headquarters: PONTE VEDRA BEACH, FL
High-Net-Worth Clients: 127
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.62
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,257
Discretionary Accounts: 1,232
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 110295
Last Filing Date: 2025-02-25 00:00:00
Website: https://bandcfinancial.com