Overview
Assets Under Management: $496 million
Headquarters: LAKEWOOD, CO
High-Net-Worth Clients: 120
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 632
Discretionary Accounts: 622
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 129971
Last Filing Date: 2024-12-11 00:00:00
Website: https://hindsfg.com