Overview
Assets Under Management: $1.4 billion
Headquarters: BRIGHTON, MI
High-Net-Worth Clients: 383
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 383
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 7,577
Discretionary Accounts: 7,565
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 140736
Last Filing Date: 2024-12-10 00:00:00
Website: https://ewmadvisors.com