Overview
Assets Under Management: $160 million
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 126
Discretionary Accounts: 126
Regulatory Filings
CRD Number: 327916
Last Filing Date: 2024-03-20 00:00:00
Website: https://evansbrook.com