Overview
Assets Under Management: $1.3 billion
High-Net-Worth Clients: 242
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 242
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,018
Discretionary Accounts: 1,018
Regulatory Filings
CRD Number: 221519
Last Filing Date: 2024-03-29 00:00:00
Website: https://dorchesterwealth.com