Overview
Assets Under Management: $228 million
Headquarters: SAGINAW, MI
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 607
Discretionary Accounts: 564
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 105337
Last Filing Date: 2024-07-26 00:00:00
Website: https://gardey.com