Overview
Assets Under Management: $200 million
Headquarters: DAYTONA BEACH, FL
High-Net-Worth Clients: 117
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.36
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 126
Discretionary Accounts: 115
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 111800
Last Filing Date: 2024-03-13 00:00:00
Website: https://financialteam.com