Overview
Assets Under Management: $173 million
High-Net-Worth Clients: 77
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 129
Discretionary Accounts: 86
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 324332
Last Filing Date: 2025-02-22 00:00:00
Website: https://flaxpondcapital.com