Overview
Assets Under Management: $790 million
Headquarters: ROGERS, AR
High-Net-Worth Clients: 135
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 135
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,034
Discretionary Accounts: 1,034
Regulatory Filings
CRD Number: 305850
Last Filing Date: 2024-06-28 00:00:00
Website: https://hexagoncapitalpartners.com