Overview
Assets Under Management: $140 million
Headquarters: CENTERVILLE, OH
High-Net-Worth Clients: 69
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 379
Discretionary Accounts: 379
Regulatory Filings
CRD Number: 299711
Last Filing Date: 2025-02-03 00:00:00
Website: https://fiduciarywealthgroup.com