Overview
Assets Under Management: $4.8 billion
Headquarters: WESTPORT, CT
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 145
Discretionary Accounts: 145
Regulatory Filings
CRD Number: 140799
Last Filing Date: 2024-03-28 00:00:00
Website: https://eipinvestments.com