Overview
Assets Under Management: $2.0 billion
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 206
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 206
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 438
Discretionary Accounts: 438
Regulatory Filings
CRD Number: 127398
Last Filing Date: 2024-04-16 00:00:00
Website: https://chickasawcap.com