Overview
Assets Under Management: $184 million
Headquarters: WEST BEND, WI
High-Net-Worth Clients: 42
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,391
Discretionary Accounts: 1,391
Regulatory Filings
CRD Number: 282600
Filing ID: 1979133
Last Filing Date: 2025-05-15 07:37:00
Website: https://clientfirsttaxandwealth.com