Overview
Assets Under Management: $10.6 billion
High-Net-Worth Clients: 22
Average Client Assets: $35 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.21
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 10,063
Discretionary Accounts: 7,995
Non-Discretionary Accounts: 2,068
Regulatory Filings
CRD Number: 286283
Filing ID: 1998625
Last Filing Date: 2025-07-04 07:44:00
Website: https://jameshambro.com