Overview
Assets Under Management: $324 million
Headquarters: CHARLESTON, SC
High-Net-Worth Clients: 85
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.77
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 467
Discretionary Accounts: 449
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 129738
Last Filing Date: 2024-03-27 00:00:00
Website: https://familyasset.us