Overview
Assets Under Management: $234 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 221
Average Client Assets: $735,475
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.97
Average High-Net-Worth Client Assets: $735,475
Total Client Accounts: 349
Discretionary Accounts: 250
Non-Discretionary Accounts: 99
Regulatory Filings
CRD Number: 148472
Last Filing Date: 2024-03-27 00:00:00
Website: https://investcip.com