Overview
Assets Under Management: $608 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 7
Average Client Assets: $81 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.21
Average High-Net-Worth Client Assets: $81 million
Total Client Accounts: 479
Discretionary Accounts: 479
Regulatory Filings
CRD Number: 164401
Filing ID: 1975371
Last Filing Date: 2025-04-02 09:49:00
Website: https://manskewealth.com