Overview
Assets Under Management: $364 million
High-Net-Worth Clients: 96
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 498
Discretionary Accounts: 497
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 115350
Last Filing Date: 2024-03-27 00:00:00
Website: https://vigilantllc.com