Overview
Assets Under Management: $7.7 billion
Headquarters: RENO, NV
High-Net-Worth Clients: 5
Average Client Assets: $192 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.52
Average High-Net-Worth Client Assets: $192 million
Total Client Accounts: 86,775
Discretionary Accounts: 86,775
Regulatory Filings
CRD Number: 112674
Filing ID: 1958886
Last Filing Date: 2025-03-28 15:59:00
Website: https://guidedchoice.com