Overview
Assets Under Management: $204 million
High-Net-Worth Clients: 57
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.67
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 117
Discretionary Accounts: 117
Regulatory Filings
CRD Number: 110540
Last Filing Date: 2024-03-14 00:00:00
Website: https://en.com