Overview
Assets Under Management: $229 million
Headquarters: SPRINGBORO, OH
High-Net-Worth Clients: 85
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.32
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,200
Discretionary Accounts: 1,117
Non-Discretionary Accounts: 83
Regulatory Filings
CRD Number: 287987
Last Filing Date: 2025-01-07 00:00:00
Website: https://mwm.financial