Overview
Assets Under Management: $9.0 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 6,954
Average Client Assets: $726,123
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6,954
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.55
Average High-Net-Worth Client Assets: $726,123
Total Client Accounts: 7,908
Discretionary Accounts: 7,908
Regulatory Filings
CRD Number: 113128
Last Filing Date: 2024-03-28 00:00:00
Website: https://schafer-cullen.com