Overview
Assets Under Management: $370 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 206
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 206
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.02
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 597
Discretionary Accounts: 594
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 150821
Last Filing Date: 2025-02-20 00:00:00
Website: https://eastovercapital.com