Overview
Assets Under Management: $187 million
Headquarters: WILLIAMSBURG, VA
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.69
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 603
Discretionary Accounts: 592
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 173083
Last Filing Date: 2025-02-20 00:00:00
Website: https://dominguezwms.com