Overview
Assets Under Management: $138 million
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 314
Discretionary Accounts: 314
Regulatory Filings
CRD Number: 146943
Last Filing Date: 2025-02-05 00:00:00
Website: https://investmenthunter.net