Overview
Assets Under Management: $651 million
Headquarters: LITTLETON, CO
High-Net-Worth Clients: 131
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,007
Discretionary Accounts: 2,007
Regulatory Filings
CRD Number: 312878
Last Filing Date: 2025-02-03 00:00:00
Website: https://srscap.com