Overview
Assets Under Management: $193 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 899
Discretionary Accounts: 899
Regulatory Filings
CRD Number: 147981
Last Filing Date: 2024-02-26 00:00:00
Website: https://cf-am.com