Overview
Assets Under Management: $410 million
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.52
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,433
Discretionary Accounts: 1,433
Regulatory Filings
CRD Number: 141883
Filing ID: 2010138
Last Filing Date: 2025-08-18 12:17:00
Website: https://minvest.com