Overview
Assets Under Management: $807 million
Headquarters: CLAYTON, MO
High-Net-Worth Clients: 165
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.02
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,642
Discretionary Accounts: 1,240
Non-Discretionary Accounts: 402
Regulatory Filings
CRD Number: 298774
Last Filing Date: 2024-03-26 00:00:00
Website: https://correctcap.com