Overview
Assets Under Management: $394 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 144
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 156
Discretionary Accounts: 108
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 305680
Last Filing Date: 2024-11-08 00:00:00
Website: https://cgcompass.com