Overview
Assets Under Management: $323 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 97
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.95
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 522
Discretionary Accounts: 516
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 148518
Last Filing Date: 2024-04-03 00:00:00
Website: https://camdenwealth.com