Overview
Assets Under Management: $205 million
Headquarters: TEXARKANA, TX
High-Net-Worth Clients: 224
Average Client Assets: $763,087
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 224
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.55
Average High-Net-Worth Client Assets: $763,087
Total Client Accounts: 267
Discretionary Accounts: 267
Regulatory Filings
CRD Number: 111576
Last Filing Date: 2025-01-25 00:00:00
Website: https://gmail.com