Overview
Assets Under Management: $181 million
High-Net-Worth Clients: 33
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.60
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 203
Discretionary Accounts: 203
Regulatory Filings
CRD Number: 305958
Last Filing Date: 2024-06-20 00:00:00
Website: https://firstgrowthcapitalpartners.com