Overview
Assets Under Management: $314 million
Headquarters: DURANT, OK
High-Net-Worth Clients: 159
Average Client Assets: $936,609
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 159
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.42
Average High-Net-Worth Client Assets: $936,609
Total Client Accounts: 1,998
Discretionary Accounts: 1,998
Regulatory Filings
CRD Number: 317837
Filing ID: 1932934
Last Filing Date: 2025-03-24 12:25:00
Website: https://dinsmorecomplianceservices.com