Overview
Assets Under Management: $274 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.48
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 732
Discretionary Accounts: 554
Non-Discretionary Accounts: 178
Regulatory Filings
CRD Number: 130595
Last Filing Date: 2024-03-28 00:00:00
Website: https://fwag.com