Overview
Assets Under Management: $254 million
Headquarters: SARATOGA SPRINGS, NY
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 807
Discretionary Accounts: 805
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 152895
Last Filing Date: 2025-02-13 00:00:00
Website: https://contwealth.com