Overview
Assets Under Management: $204 million
High-Net-Worth Clients: 42
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.19
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 110
Discretionary Accounts: 110
Regulatory Filings
CRD Number: 113683
Last Filing Date: 2025-02-18 00:00:00