Overview
Assets Under Management: $165 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.35
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 817
Discretionary Accounts: 69
Non-Discretionary Accounts: 748
Regulatory Filings
CRD Number: 289245
Last Filing Date: 2024-03-29 00:00:00
Website: https://maqro.com