Overview
Assets Under Management: $110 million
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.38
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 201
Discretionary Accounts: 201
Regulatory Filings
CRD Number: 132585
Last Filing Date: 2025-03-04 00:00:00
Website: https://ffplan.com