Overview
Assets Under Management: $127 million
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 166
Discretionary Accounts: 86
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 117064
Last Filing Date: 2024-03-28 00:00:00
Website: https://eanefs.com