Overview
Assets Under Management: $159 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 36
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.80
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 95
Discretionary Accounts: 95
Regulatory Filings
CRD Number: 153812
Last Filing Date: 2025-02-16 00:00:00
Website: https://gouwscapital.com