Overview
Assets Under Management: $877 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 1
Average Client Assets: $566 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.60
Average High-Net-Worth Client Assets: $566 million
Total Client Accounts: 567
Discretionary Accounts: 417
Non-Discretionary Accounts: 150
Regulatory Filings
CRD Number: 104864
Filing ID: 1986737
Last Filing Date: 2025-05-01 13:46:00
Website: https://charlespratt.com