Overview
Assets Under Management: $146 million
Headquarters: GARRISON, NY
High-Net-Worth Clients: 44
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 84
Discretionary Accounts: 84
Regulatory Filings
CRD Number: 130021
Last Filing Date: 2024-03-20 00:00:00
Website: https://hpm.garrison.ny.us