Overview
Assets Under Management: $171 million
High-Net-Worth Clients: 64
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 510
Discretionary Accounts: 510
Regulatory Filings
CRD Number: 305635
Last Filing Date: 2024-11-11 00:00:00
Website: https://goldenbellfp.com