Overview
Assets Under Management: $141 million
Headquarters: CLARKSVILLE, TN
High-Net-Worth Clients: 2
Average Client Assets: $58 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.09
Average High-Net-Worth Client Assets: $58 million
Total Client Accounts: 774
Discretionary Accounts: 728
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 333092
Filing ID: 1972420
Last Filing Date: 2025-03-28 20:47:00
Website: https://dinsmorecomplianceservices.com