Overview
Assets Under Management: $299 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.42
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 291
Discretionary Accounts: 280
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 120607
Filing ID: 1962470
Last Filing Date: 2025-03-26 16:00:00
Website: https://alpha-asset.com