Overview
Assets Under Management: $410 million
High-Net-Worth Clients: 3
Average Client Assets: $36 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.10
Average High-Net-Worth Client Assets: $36 million
Total Client Accounts: 2,614
Discretionary Accounts: 2,614
Regulatory Filings
CRD Number: 152056
Filing ID: 1959059
Last Filing Date: 2025-03-18 19:31:00
Website: https://gold-im.com