Overview
Assets Under Management: $537 million
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 122
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: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 467
Discretionary Accounts: 467
Regulatory Filings
CRD Number: 111144
Last Filing Date: 2025-02-20 00:00:00
Website: https://firstfiduciary.com