Overview
Assets Under Management: $170 million
Headquarters: PORTLAND, ME
High-Net-Worth Clients: 168
Average Client Assets: $968,083
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 168
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.91
Average High-Net-Worth Client Assets: $968,083
Total Client Accounts: 172
Discretionary Accounts: 172
Regulatory Filings
CRD Number: 107991
Last Filing Date: 2024-04-04 00:00:00
Website: https://clarkandstuart.com