Overview
Assets Under Management: $173 million
Headquarters: CHESTER, NJ
High-Net-Worth Clients: 39
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.95
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 328
Discretionary Accounts: 328
Regulatory Filings
CRD Number: 147111
Last Filing Date: 2025-02-27 00:00:00
Website: https://highpointwealth.com