Overview
Assets Under Management: $110 million
High-Net-Worth Clients: 23
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.64
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 149
Non-Discretionary Accounts: 149
Regulatory Filings
CRD Number: 125758
Last Filing Date: 2025-02-13 00:00:00
Website: https://christopherkuehne.com