Overview
Assets Under Management: $209 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.68
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 672
Discretionary Accounts: 655
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 298237
Last Filing Date: 2025-02-07 00:00:00
Website: https://deanwealthpartners.com