Overview
Assets Under Management: $216 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 582
Discretionary Accounts: 582
Regulatory Filings
CRD Number: 111775
Last Filing Date: 2024-04-24 00:00:00
Website: https://cptadvisors.com