Overview
Assets Under Management: $129 million
Headquarters: DUBUQUE, IA
High-Net-Worth Clients: 52
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.43
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 287
Discretionary Accounts: 287
Regulatory Filings
CRD Number: 329748
Last Filing Date: 2024-08-05 00:00:00
Website: https://fridayfi.com