Overview
Assets Under Management: $342 million
Headquarters: DUBLIN, OH
High-Net-Worth Clients: 80
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.14
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 527
Discretionary Accounts: 527
Regulatory Filings
CRD Number: 332827
Last Filing Date: 2025-02-05 00:00:00
Website: https://dinsmorecomplianceservices.com