Overview
Assets Under Management: $222 million
Headquarters: NORTHFIELD, IL
High-Net-Worth Clients: 270
Average Client Assets: $757,125
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 270
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.58
Average High-Net-Worth Client Assets: $757,125
Total Client Accounts: 1,009
Discretionary Accounts: 725
Non-Discretionary Accounts: 284
Regulatory Filings
CRD Number: 17643
Last Filing Date: 2024-05-10 00:00:00
Website: https://macktracks.com