Overview
Assets Under Management: $704 million
Headquarters: WINCHESTER, TN
High-Net-Worth Clients: 74
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.95
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,332
Discretionary Accounts: 2,325
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 283884
Last Filing Date: 2024-05-29 00:00:00
Website: https://eudaimoniaria.com