Overview
Assets Under Management: $154 million
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.42
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 676
Discretionary Accounts: 676
Regulatory Filings
CRD Number: 118641
Last Filing Date: 2024-05-06 00:00:00
Website: https://fcuinc.com