Overview
Assets Under Management: $210 million
Headquarters: SALEM, MA
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.45
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 750
Discretionary Accounts: 750
Regulatory Filings
CRD Number: 129987
Last Filing Date: 2024-03-27 00:00:00
Website: https://finer.com