Overview
Assets Under Management: $249 million
Headquarters: FORT WASHINGTON, PA
High-Net-Worth Clients: 93
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 619
Discretionary Accounts: 578
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 121193
Last Filing Date: 2024-03-12 00:00:00
Website: https://investab.com