Overview
Assets Under Management: $364 million
Headquarters: BUFFALO GROVE, IL
High-Net-Worth Clients: 64
Average Client Assets: $5 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: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.41
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 207
Discretionary Accounts: 207
Regulatory Filings
CRD Number: 306195
Last Filing Date: 2025-02-06 00:00:00
Website: https://hv-cap.com