Overview
Assets Under Management: $314 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 98
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 890
Discretionary Accounts: 875
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 109784
Last Filing Date: 2024-04-01 00:00:00
Website: https://azacapital.com