Overview
Assets Under Management: $832 million
Headquarters: ANDERSON, IN
High-Net-Worth Clients: 251
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 251
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,412
Discretionary Accounts: 3,412
Regulatory Filings
CRD Number: 159017
Last Filing Date: 2025-02-19 00:00:00
Website: https://yourlifeafterwork.com