Overview
Assets Under Management: $390 million
Headquarters: NEPTUNE BEACH, FL
High-Net-Worth Clients: 107
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 737
Discretionary Accounts: 737
Regulatory Filings
CRD Number: 129436
Last Filing Date: 2025-02-18 00:00:00
Website: https://demgt.com