Overview
Assets Under Management: $1.1 billion
High-Net-Worth Clients: 13
Average Client Assets: $77 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.97
Average High-Net-Worth Client Assets: $77 million
Total Client Accounts: 26
Discretionary Accounts: 11
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 312174
Filing ID: 1956214
Last Filing Date: 2025-04-02 05:23:00
Website: https://ib-capital.com