Overview
Assets Under Management: $329 million
High-Net-Worth Clients: 69
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.16
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 279
Discretionary Accounts: 279
Regulatory Filings
CRD Number: 150123
Last Filing Date: 2024-03-27 00:00:00
Website: https://givernycapital.com