Overview
Assets Under Management: $202 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 304
Discretionary Accounts: 304
Regulatory Filings
CRD Number: 131442
Last Filing Date: 2025-02-11 00:00:00
Website: https://finleyfinancial.com