Overview
Assets Under Management: $490 million
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 467
Discretionary Accounts: 467
Regulatory Filings
CRD Number: 164612
Last Filing Date: 2024-04-01 00:00:00
Website: https://fourpointsim.com