Overview
Assets Under Management: $269 million
Headquarters: GLOUCESTER, MA
High-Net-Worth Clients: 86
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 641
Discretionary Accounts: 639
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 143492
Last Filing Date: 2024-12-13 00:00:00
Website: https://ghadvisors.com