Overview
Assets Under Management: $499 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 193
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,815
Discretionary Accounts: 1,670
Non-Discretionary Accounts: 145
Regulatory Filings
CRD Number: 118205
Last Filing Date: 2024-03-21 00:00:00
Website: https://collegiatecapital.com