Overview
Assets Under Management: $215 million
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 100
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 100
Discretionary Accounts: 100
Regulatory Filings
CRD Number: 146036
Last Filing Date: 2025-02-12 00:00:00
Website: https://msinvadv.com