Overview
Assets Under Management: $196 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 50
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.10
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 303
Discretionary Accounts: 286
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 114539
Last Filing Date: 2024-03-18 00:00:00
Website: https://cagwm.com