Overview
Assets Under Management: $593 million
High-Net-Worth Clients: 246
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 246
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.42
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,120
Discretionary Accounts: 2,120
Regulatory Filings
CRD Number: 290262
Last Filing Date: 2024-08-24 00:00:00
Website: https://steinbergwealth.com