Overview
Assets Under Management: $890 million
Headquarters: COLUMBUS, MS
High-Net-Worth Clients: 3
Average Client Assets: $160 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.79
Average High-Net-Worth Client Assets: $160 million
Total Client Accounts: 5,341
Discretionary Accounts: 5,341
Regulatory Filings
CRD Number: 157616
Filing ID: 1987115
Last Filing Date: 2025-05-02 15:01:00
Website: https://fincon.net