Overview
Assets Under Management: $309 million
Headquarters: SUDBURY, MA
High-Net-Worth Clients: 80
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.44
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 706
Discretionary Accounts: 706
Regulatory Filings
CRD Number: 125240
Last Filing Date: 2024-09-30 00:00:00
Website: https://exchangeplaceadvisors.com