Overview
Assets Under Management: $156 million
Headquarters: LOUISVILLE, NE
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.70
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 504
Discretionary Accounts: 495
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 323120
Last Filing Date: 2025-01-06 00:00:00
Website: https://228main.com