Overview
Assets Under Management: $159 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 40
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.50
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 304
Discretionary Accounts: 303
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 120597
Last Filing Date: 2024-03-26 00:00:00
Website: https://www.capitalassetmgmt.com