Overview
Assets Under Management: $250 million
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 497
Discretionary Accounts: 487
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 118014
Last Filing Date: 2025-02-14 00:00:00
Website: https://gmail.com