Overview
Assets Under Management: $145 million
Headquarters: SARATOGA SPRINGS, NY
High-Net-Worth Clients: 40
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.81
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 168
Discretionary Accounts: 149
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 108891
Last Filing Date: 2024-03-21 00:00:00
Website: https://familycfollc.com