Overview
Assets Under Management: $460 million
Headquarters: AUGUSTA, GA
High-Net-Worth Clients: 257
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 257
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.67
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,843
Discretionary Accounts: 1,700
Non-Discretionary Accounts: 143
Regulatory Filings
CRD Number: 297634
Last Filing Date: 2024-03-13 00:00:00
Website: https://firethornwp.com