Overview
Assets Under Management: $252 million
Headquarters: PALATINE, IL
High-Net-Worth Clients: 86
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 768
Discretionary Accounts: 695
Non-Discretionary Accounts: 73
Regulatory Filings
CRD Number: 111594
Last Filing Date: 2025-02-21 00:00:00
Website: https://dwmgmt.com