Overview
Assets Under Management: $153 million
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.18
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 225
Discretionary Accounts: 224
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 326664
Last Filing Date: 2025-01-29 00:00:00
Website: https://nstarwealth.com