Overview
Assets Under Management: $3.5 billion
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 10
Average Client Assets: $69 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.43
Average High-Net-Worth Client Assets: $69 million
Total Client Accounts: 1,846
Discretionary Accounts: 1,846
Regulatory Filings
CRD Number: 143599
Filing ID: 1938222
Last Filing Date: 2025-03-20 09:32:00
Website: https://clintoninvestment.com