Overview
Assets Under Management: $193 million
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.41
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 221
Discretionary Accounts: 200
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 300684
Last Filing Date: 2024-02-28 00:00:00
Website: https://clientfirstcap.com