Overview
Assets Under Management: $408 million
High-Net-Worth Clients: 43
Average Client Assets: $9 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.14
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 532
Discretionary Accounts: 485
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 308377
Last Filing Date: 2025-02-21 00:00:00
Website: https://fiveoceansadvisors.com