Overview
Assets Under Management: $230 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 87
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,267
Discretionary Accounts: 1,264
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 152253
Last Filing Date: 2024-04-10 00:00:00
Website: https://leapwealth.com