Overview
Assets Under Management: $651 million
Headquarters: CENTENNIAL, CO
High-Net-Worth Clients: 174
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 174
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,163
Discretionary Accounts: 2,163
Regulatory Filings
CRD Number: 308183
Last Filing Date: 2024-07-01 00:00:00
Website: https://dechtmanwealth.com