Overview
Assets Under Management: $151 million
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.76
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 405
Discretionary Accounts: 315
Non-Discretionary Accounts: 90
Regulatory Filings
CRD Number: 285744
Last Filing Date: 2025-01-25 00:00:00
Website: https://effectiveassets.com