Overview
Assets Under Management: $137 million
Headquarters: WILMINGTON, NC
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 291
Discretionary Accounts: 291
Regulatory Filings
CRD Number: 327880
Last Filing Date: 2024-10-16 00:00:00
Website: https://dnmconsulting.net