Overview
Assets Under Management: $337 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 109
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 838
Discretionary Accounts: 791
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 143601
Last Filing Date: 2024-06-02 00:00:00
Website: https://cairninvestment.com