Overview
Assets Under Management: $4.9 billion
High-Net-Worth Clients: 292
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 292
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,326
Discretionary Accounts: 954
Non-Discretionary Accounts: 1,372
Regulatory Filings
CRD Number: 121591
Last Filing Date: 2024-08-08 00:00:00
Website: https://foyston.com