Overview
Assets Under Management: $108 million
Headquarters: RIDGEFIELD, CT
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.67
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 124
Discretionary Accounts: 119
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 126805
Last Filing Date: 2024-03-21 00:00:00
Website: https://colchesteric.com