Overview
Assets Under Management: $323 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 196
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: 196
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 895
Discretionary Accounts: 895
Regulatory Filings
CRD Number: 285688
Last Filing Date: 2025-01-10 00:00:00
Website: https://divergentplanning.com