Overview
Assets Under Management: $216 million
High-Net-Worth Clients: 28
Average Client Assets: $8 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.72
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 154
Non-Discretionary Accounts: 154
Regulatory Filings
CRD Number: 118035
Last Filing Date: 2025-02-25 00:00:00
Website: https://colinwm.com