Overview
Assets Under Management: $411 million
Headquarters: SAVANNAH, GA
High-Net-Worth Clients: 86
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.54
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 504
Discretionary Accounts: 504
Regulatory Filings
CRD Number: 104780
Last Filing Date: 2025-02-25 00:00:00
Website: https://firstcitycapitalmanagement.com