Overview
Assets Under Management: $146 million
Headquarters: SOUTH BURLINGTON, VT
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 466
Discretionary Accounts: 466
Regulatory Filings
CRD Number: 134667
Last Filing Date: 2025-01-16 00:00:00
Website: https://feeonlyvt.com