Overview
Assets Under Management: $204 million
Headquarters: MERIDIAN, ID
High-Net-Worth Clients: 173
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.61
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 591
Discretionary Accounts: 583
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 310415
Last Filing Date: 2024-04-09 00:00:00
Website: https://doceowealth.com