Overview
Assets Under Management: $2.8 billion
High-Net-Worth Clients: 8
Average Client Assets: $194 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.12
Average High-Net-Worth Client Assets: $194 million
Total Client Accounts: 17,312
Discretionary Accounts: 16,374
Non-Discretionary Accounts: 938
Regulatory Filings
CRD Number: 150144
Filing ID: 2003582
Last Filing Date: 2025-07-14 14:24:00
Website: https://dinsmorecomplianceservices.com