Overview
Assets Under Management: $1.0 billion
Headquarters: KATONAH, NY
High-Net-Worth Clients: 416
Average Client Assets: $3 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: 416
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 456
Discretionary Accounts: 390
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 145521
Last Filing Date: 2024-03-29 00:00:00
Website: https://hbwmllc.com