Overview
Assets Under Management: $419 million
High-Net-Worth Clients: 39
Average Client Assets: $10 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.01
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 199
Discretionary Accounts: 199
Regulatory Filings
CRD Number: 111895
Last Filing Date: 2025-02-25 00:00:00
Website: https://efficientfrontier.com