Overview
Assets Under Management: $197 million
Headquarters: RAMSEY, NJ
High-Net-Worth Clients: 43
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 775
Discretionary Accounts: 731
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 111721
Last Filing Date: 2024-03-25 00:00:00
Website: https://corradofg.com