Overview
Assets Under Management: $155 million
High-Net-Worth Clients: 134
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.81
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 293
Discretionary Accounts: 281
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 125071
Last Filing Date: 2024-03-18 00:00:00
Website: https://www.ccmmarketmodel.com