Overview
Assets Under Management: $295 million
Headquarters: MACON, GA
High-Net-Worth Clients: 52
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.35
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,727
Discretionary Accounts: 1,717
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 149313
Filing ID: 1955157
Last Filing Date: 2025-03-19 09:22:00
Website: https://christycapital.com