Overview
Assets Under Management: $415 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 118
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.74
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 136
Non-Discretionary Accounts: 136
Regulatory Filings
CRD Number: 116344
Last Filing Date: 2024-03-27 00:00:00
Website: https://lfmadvisor.com