Overview
Assets Under Management: $284 million
Headquarters: BETHLEHEM, PA
High-Net-Worth Clients: 102
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.94
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 538
Discretionary Accounts: 538
Regulatory Filings
CRD Number: 331996
Last Filing Date: 2025-01-02 00:00:00
Website: https://dinsmorecomplianceservices.com