Overview
Assets Under Management: $203 million
Headquarters: ABILENE, TX
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,152
Discretionary Accounts: 1,134
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 134104
Last Filing Date: 2024-03-29 00:00:00
Website: https://keybridgecompliance.com