Overview
Assets Under Management: $189 million
Headquarters: UNIONTOWN, OH
High-Net-Worth Clients: 64
Average Client Assets: $461,629
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.59
Average High-Net-Worth Client Assets: $461,629
Total Client Accounts: 1,075
Discretionary Accounts: 1,054
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 141092
Filing ID: 1945851
Last Filing Date: 2025-03-25 06:57:00
Website: https://iwmgameplan.com