Overview
Assets Under Management: $616 million
Headquarters: ESSEX, MA
High-Net-Worth Clients: 120
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.44
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 342
Discretionary Accounts: 342
Regulatory Filings
CRD Number: 147910
Last Filing Date: 2024-04-15 00:00:00
Website: https://eastcoastasset.com