Overview

Assets Under Management: $204 million
Headquarters: HANOVER, PA
High-Net-Worth Clients: 71
Average Client Assets: $2 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 779
Discretionary Accounts: 779

Regulatory Filings

CRD Number: 122053
Last Filing Date: 2024-03-18 00:00:00
Website: https://hustonfox.com