Overview
Assets Under Management: $303 million
Headquarters: SENECA, SC
High-Net-Worth Clients: 81
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 661
Discretionary Accounts: 643
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 119655
Last Filing Date: 2024-04-03 00:00:00
Website: https://hanoveradvisorsinc.com