Overview
Assets Under Management: $227 million
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.38
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 145
Discretionary Accounts: 145
Regulatory Filings
CRD Number: 109454
Last Filing Date: 2025-01-24 00:00:00
Website: https://icloud.com