Overview
Assets Under Management: $308 million
High-Net-Worth Clients: 56
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.02
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 192
Discretionary Accounts: 81
Non-Discretionary Accounts: 111
Regulatory Filings
CRD Number: 138925
Last Filing Date: 2025-02-14 00:00:00
Website: https://phildemuth.com