Overview
Assets Under Management: $240 million
Headquarters: WHEELING, WV
High-Net-Worth Clients: 75
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 453
Discretionary Accounts: 452
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 168695
Last Filing Date: 2025-02-10 00:00:00
Website: https://forthenrycapital.com