Overview
Assets Under Management: $228 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 45
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.71
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 177
Discretionary Accounts: 174
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 147420
Last Filing Date: 2024-03-29 00:00:00
Website: https://heroldlantern.com