Overview
Assets Under Management: $286 million
High-Net-Worth Clients: 61
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.06
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 720
Discretionary Accounts: 720
Regulatory Filings
CRD Number: 333535
Last Filing Date: 2025-02-05 00:00:00
Website: https://hewellfinancial.com