Overview
Assets Under Management: $555 million
Headquarters: JUPITER, FL
High-Net-Worth Clients: 54
Average Client Assets: $10 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.79
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 173
Discretionary Accounts: 154
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 297154
Last Filing Date: 2025-02-14 00:00:00
Website: https://inletprivatewealth.com