Overview
Assets Under Management: $315 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 3
Average Client Assets: $39 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.50
Average High-Net-Worth Client Assets: $39 million
Total Client Accounts: 308
Discretionary Accounts: 308
Regulatory Filings
CRD Number: 112254
Filing ID: 1947058
Last Filing Date: 2025-03-04 12:45:00
Website: https://cpgnet.com