Overview
Assets Under Management: $147 million
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 310
Discretionary Accounts: 305
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 159118
Last Filing Date: 2025-01-08 00:00:00
Website: https://fifthsetwealth.com