Overview
Assets Under Management: $683 million
High-Net-Worth Clients: 196
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 196
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,948
Discretionary Accounts: 1,937
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 290887
Filing ID: 1929236
Last Filing Date: 2025-03-20 13:13:00
Website: https://dinsmorecomplianceservices.com