Overview
Assets Under Management: $338 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 48
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.85
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 121
Discretionary Accounts: 121
Regulatory Filings
CRD Number: 316401
Last Filing Date: 2024-10-22 00:00:00
Website: https://eldredrock.com