Overview
Assets Under Management: $348 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 56
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,988
Discretionary Accounts: 1,847
Non-Discretionary Accounts: 141
Regulatory Filings
CRD Number: 299951
Last Filing Date: 2024-05-08 00:00:00
Website: https://corepathwealth.com