Overview
Assets Under Management: $176 million
Headquarters: DUBLIN, OH
High-Net-Worth Clients: 46
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.79
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,372
Discretionary Accounts: 1,372
Regulatory Filings
CRD Number: 290276
Filing ID: 1965798
Last Filing Date: 2025-03-25 09:19:00
Website: https://hwp-oh.com