Overview
Assets Under Management: $175 million
Headquarters: TRAVERSE CITY, MI
High-Net-Worth Clients: 53
Average Client Assets: $2 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: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 506
Discretionary Accounts: 501
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 124242
Last Filing Date: 2025-01-29 00:00:00
Website: https://iwmusa.com