Overview

Assets Under Management: $140 million
High-Net-Worth Clients: 127
Average Client Assets: $994,033

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.42
Average High-Net-Worth Client Assets: $994,033
Total Client Accounts: 188
Discretionary Accounts: 188

Regulatory Filings

CRD Number: 108089
Last Filing Date: 2025-02-12 00:00:00
Website: https://ehaminc.com