Overview
Assets Under Management: $334 million
High-Net-Worth Clients: 2
Average Client Assets: $458 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.76
Average High-Net-Worth Client Assets: $458 million
Total Client Accounts: 103
Discretionary Accounts: 1
Non-Discretionary Accounts: 102
Regulatory Filings
CRD Number: 326896
Last Filing Date: 2025-01-10 00:00:00
Website: https://intertidecap.com