Overview
Assets Under Management: $141 million
Headquarters: LARGO, FL
High-Net-Worth Clients: 157
Average Client Assets: $731,635
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.57
Average High-Net-Worth Client Assets: $731,635
Total Client Accounts: 525
Discretionary Accounts: 525
Regulatory Filings
CRD Number: 125738
Last Filing Date: 2025-02-04 00:00:00
Website: https://econologics.com