Overview
Assets Under Management: $355 million
Headquarters: HAZLET, NJ
High-Net-Worth Clients: 59
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.00
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 239
Discretionary Accounts: 239
Regulatory Filings
CRD Number: 126818
Last Filing Date: 2025-02-11 00:00:00
Website: https://hcwadvisors.com