Overview
Assets Under Management: $299 million
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 83
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 507
Discretionary Accounts: 507
Regulatory Filings
CRD Number: 310914
Last Filing Date: 2024-03-05 00:00:00
Website: https://nbcsecurities.com