Overview
Assets Under Management: $237 million
High-Net-Worth Clients: 109
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 209
Discretionary Accounts: 185
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 125531
Last Filing Date: 2024-03-19 00:00:00
Website: https://dollarsatwork.com