Overview
Assets Under Management: $451 million
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 827
Discretionary Accounts: 737
Non-Discretionary Accounts: 90
Regulatory Filings
CRD Number: 134921
Filing ID: 2005105
Last Filing Date: 2025-07-22 11:48:00
Website: https://capitalmarketsiq.com