Overview
Assets Under Management: $317 million
Headquarters: GREENVILLE, NC
High-Net-Worth Clients: 81
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.89
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,135
Discretionary Accounts: 1,090
Non-Discretionary Accounts: 45
Regulatory Filings
CRD Number: 313593
Last Filing Date: 2024-03-22 00:00:00
Website: https://hlormond.com