Overview
Assets Under Management: $249 million
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 64
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 359
Discretionary Accounts: 359
Regulatory Filings
CRD Number: 116663
Last Filing Date: 2024-11-29 00:00:00
Website: https://creegannassoura.com