Overview

Assets Under Management: $189 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 36
Average Client Assets: $3 million

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 202
Discretionary Accounts: 202

Regulatory Filings

CRD Number: 112352
Last Filing Date: 2024-03-20 00:00:00
Website: https://garlikovcompanies.com