Overview
Assets Under Management: $204 million
Headquarters: OLD LYME, CT
High-Net-Worth Clients: 67
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 124
Discretionary Accounts: 124
Regulatory Filings
CRD Number: 110612
Last Filing Date: 2024-03-29 00:00:00
Website: https://sbcglobal.net