Overview
Assets Under Management: $370 million
High-Net-Worth Clients: 82
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.18
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 520
Discretionary Accounts: 497
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 108365
Last Filing Date: 2025-02-18 00:00:00
Website: https://feeonlyroanoke.com