Overview
Assets Under Management: $216 million
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 24
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.85
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 541
Discretionary Accounts: 525
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 123802
Last Filing Date: 2024-03-21 00:00:00
Website: https://etaadvisor.com