Overview
Assets Under Management: $268 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 892
Discretionary Accounts: 858
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 317970
Last Filing Date: 2025-02-27 00:00:00
Website: https://mainsailfg.com