Overview
Assets Under Management: $146 million
High-Net-Worth Clients: 25
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.77
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 332
Discretionary Accounts: 332
Regulatory Filings
CRD Number: 130070
Last Filing Date: 2025-02-24 00:00:00
Website: https://myinvestmentinsight.com