Overview
Assets Under Management: $171 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 42
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.21
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 133
Discretionary Accounts: 133
Regulatory Filings
CRD Number: 119687
Last Filing Date: 2024-02-22 00:00:00
Website: https://danielserickson.com