Overview
Assets Under Management: $1.2 billion
Headquarters: WASHINGTON, DC
High-Net-Worth Clients: 350
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 350
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 455
Discretionary Accounts: 455
Regulatory Filings
CRD Number: 140444
Last Filing Date: 2024-04-25 00:00:00
Website: https://fnfd.com