Overview
Assets Under Management: $1.2 billion
Headquarters: WILLIAMSVILLE, NY
High-Net-Worth Clients: 23
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.01
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 6,427
Discretionary Accounts: 6,427
Regulatory Filings
CRD Number: 144733
Filing ID: 1960726
Last Filing Date: 2025-03-27 12:25:00
Website: https://iswealthmanagement.com