Overview
Assets Under Management: $506 million
Headquarters: DEEPHAVEN, MN
High-Net-Worth Clients: 179
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: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,142
Discretionary Accounts: 1,142
Regulatory Filings
CRD Number: 305768
Last Filing Date: 2025-02-18 00:00:00
Website: https://highnotewealth.com