Overview
Assets Under Management: $155 million
Headquarters: TROY, MI
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 130
Discretionary Accounts: 130
Regulatory Filings
CRD Number: 125936
Last Filing Date: 2025-02-07 00:00:00
Website: https://confidentialmgt.com