Overview
Assets Under Management: $291 million
High-Net-Worth Clients: 78
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.52
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 99
Discretionary Accounts: 99
Regulatory Filings
CRD Number: 125830
Last Filing Date: 2025-02-20 00:00:00
Website: https://letsoninvest.com