Overview
Assets Under Management: $283 million
Headquarters: FRANKFORT, IL
High-Net-Worth Clients: 100
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.39
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,058
Discretionary Accounts: 1,058
Regulatory Filings
CRD Number: 282423
Last Filing Date: 2025-02-06 00:00:00
Website: https://latkowealth.com