Overview
Assets Under Management: $256.3 billion
Headquarters: WHEATON, IL
High-Net-Worth Clients: 1,744
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,744
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.91
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 5,033
Discretionary Accounts: 3,428
Non-Discretionary Accounts: 1,605
Regulatory Filings
CRD Number: 107027
Filing ID: 1981553
Last Filing Date: 2025-04-22 13:58:00
Website: https://ftportfolios.com