Overview
Assets Under Management: $162 million
Headquarters: NEW HAVEN, CT
High-Net-Worth Clients: 37
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.76
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 160
Discretionary Accounts: 101
Non-Discretionary Accounts: 59
Regulatory Filings
CRD Number: 105162
Last Filing Date: 2025-02-25 00:00:00
Website: https://laddcap.com