Overview
Assets Under Management: $458 million
High-Net-Worth Clients: 225
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 225
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.47
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,210
Discretionary Accounts: 1,210
Regulatory Filings
CRD Number: 146982
Last Filing Date: 2024-11-25 00:00:00
Website: https://goodreid.com