Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 10
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.36
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,152
Discretionary Accounts: 1,118
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 310095
Filing ID: 1936658
Last Filing Date: 2025-03-17 14:30:00
Website: https://thedriveninvestments.com