Overview
Assets Under Management: $328 million
High-Net-Worth Clients: 96
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: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 419
Discretionary Accounts: 419
Regulatory Filings
CRD Number: 135179
Last Filing Date: 2024-04-01 00:00:00
Website: https://ceera.com