Overview
Assets Under Management: $125 million
High-Net-Worth Clients: 14
Average Client Assets: $9 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.51
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 61
Discretionary Accounts: 59
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 312877
Last Filing Date: 2025-02-26 00:00:00
Website: https://hiddenhillswealth.com