Overview
Assets Under Management: $135 million
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.21
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 43
Discretionary Accounts: 43
Regulatory Filings
CRD Number: 111938
Last Filing Date: 2024-03-25 00:00:00
Website: https://camdenmgmt.com