Overview
Assets Under Management: $123 million
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 133
Discretionary Accounts: 133
Regulatory Filings
CRD Number: 133651
Last Filing Date: 2024-10-09 00:00:00
Website: https://leatheassociates.com