Overview
Assets Under Management: $185 million
Headquarters: LIVERPOOL, NY
High-Net-Worth Clients: 4
Average Client Assets: $34 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: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.00
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 1,524
Discretionary Accounts: 1,524
Regulatory Filings
CRD Number: 293288
Filing ID: 1962599
Last Filing Date: 2025-03-21 16:15:00
Website: https://ibrokernet.com