Overview
Assets Under Management: $120 million
Headquarters: HANOVER, NH
High-Net-Worth Clients: 30
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 182
Discretionary Accounts: 182
Regulatory Filings
CRD Number: 150169
Last Filing Date: 2024-02-09 00:00:00
Website: https://advisorlawyer.com