Overview
Assets Under Management: $265 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 153
Average Client Assets: $827,231
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.82
Average High-Net-Worth Client Assets: $827,231
Total Client Accounts: 750
Discretionary Accounts: 744
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 109131
Last Filing Date: 2025-03-05 00:00:00
Website: https://dinsmorecomplianceservices.com