Overview
Assets Under Management: $213 million
Headquarters: WINSTON SALEM, NC
High-Net-Worth Clients: 60
Average Client Assets: $2 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: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 967
Discretionary Accounts: 925
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 323302
Last Filing Date: 2025-02-14 00:00:00
Website: https://dinsmorecomplianceservices.com