Overview
Assets Under Management: $273 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 80
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.57
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 910
Discretionary Accounts: 910
Regulatory Filings
CRD Number: 134006
Last Filing Date: 2025-02-20 00:00:00
Website: https://ffgplanning.com