Overview
Assets Under Management: $1.5 billion
Headquarters: KING OF PRUSSIA, PA
High-Net-Worth Clients: 1,058
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,058
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.55
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,985
Discretionary Accounts: 3,982
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 300139
Filing ID: 1970087
Last Filing Date: 2025-03-31 12:55:00
Website: https://indsquare.com