Overview

Assets Under Management: $162 million
Headquarters: WICHITA, KS
High-Net-Worth Clients: 28
Average Client Assets: $4 million

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.09
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 596
Discretionary Accounts: 596

Regulatory Filings

CRD Number: 331223
Last Filing Date: 2024-09-12 00:00:00
Website: https://douglassgroup.net