Overview
Assets Under Management: $294 million
Headquarters: WATERVILLE, ME
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,227
Discretionary Accounts: 1,227
Regulatory Filings
CRD Number: 297745
Last Filing Date: 2025-02-01 00:00:00
Website: https://choicewealthadv.com