Overview
Assets Under Management: $152 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 552
Discretionary Accounts: 542
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 152983
Last Filing Date: 2024-10-11 00:00:00
Website: https://downing-st.com