Overview
Assets Under Management: $293 million
Headquarters: OSTERVILLE, MA
High-Net-Worth Clients: 106
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.68
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 460
Discretionary Accounts: 427
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 109927
Last Filing Date: 2024-03-22 00:00:00
Website: https://lenkladner.com