Overview
Assets Under Management: $235 million
Headquarters: LAKE WYLIE, SC
High-Net-Worth Clients: 101
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 820
Discretionary Accounts: 722
Non-Discretionary Accounts: 98
Regulatory Filings
CRD Number: 134217
Last Filing Date: 2024-03-29 00:00:00
Website: https://catawbarivercapital.com