Overview
Assets Under Management: $196 million
Headquarters: EAST NORRITON, PA
High-Net-Worth Clients: 2
Average Client Assets: $50 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.03
Average High-Net-Worth Client Assets: $50 million
Total Client Accounts: 491
Discretionary Accounts: 491
Regulatory Filings
CRD Number: 142659
Filing ID: 1974603
Last Filing Date: 2025-03-31 18:13:00
Website: https://myfcm.com