Overview
Assets Under Management: $996 million
Headquarters: POUGHKEEPSIE, NY
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,598
Discretionary Accounts: 1,518
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 164345
Filing ID: 1977160
Last Filing Date: 2025-04-07 15:22:00
Website: https://ms-wealth.com