Overview
Assets Under Management: $143 million
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 199
Discretionary Accounts: 199
Regulatory Filings
CRD Number: 307043
Last Filing Date: 2025-02-07 00:00:00
Website: https://demandwealth.com