Overview
Assets Under Management: $380 million
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.17
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,305
Discretionary Accounts: 2,155
Non-Discretionary Accounts: 150
Regulatory Filings
CRD Number: 151001
Filing ID: 1948837
Last Filing Date: 2025-03-04 15:11:00
Website: https://latitudefinancial.net