Overview
Assets Under Management: $299 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.45
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 725
Discretionary Accounts: 725
Regulatory Filings
CRD Number: 110960
Last Filing Date: 2024-12-20 00:00:00
Website: https://ctsfinancialgroup.com