Overview
Assets Under Management: $167 million
Headquarters: KENNETT SQUARE, PA
High-Net-Worth Clients: 85
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.63
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 550
Discretionary Accounts: 550
Regulatory Filings
CRD Number: 329884
Last Filing Date: 2024-05-28 00:00:00
Website: http://www.linkedIn.com/in/david-matulewicz-916047113