Overview
Assets Under Management: $176 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 622
Discretionary Accounts: 420
Non-Discretionary Accounts: 202
Regulatory Filings
CRD Number: 317373
Last Filing Date: 2025-02-07 00:00:00
Website: https://danerwealth.com