Overview
Assets Under Management: $168 million
Headquarters: PLOVER, WI
High-Net-Worth Clients: 4
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.68
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 1,941
Discretionary Accounts: 1,941
Regulatory Filings
CRD Number: 312178
Filing ID: 1934185
Last Filing Date: 2025-03-04 09:38:00
Website: https://retireidea.com