Overview
Assets Under Management: $184 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 572
Discretionary Accounts: 571
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 319096
Last Filing Date: 2025-02-20 00:00:00
Website: https://ianetwork.com