Overview
Assets Under Management: $174 million
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 206
Discretionary Accounts: 206
Regulatory Filings
CRD Number: 146015
Last Filing Date: 2025-02-19 00:00:00
Website: https://k-altd.com