Overview
Assets Under Management: $244 million
Headquarters: WEST TISBURY, MA
High-Net-Worth Clients: 120
Average Client Assets: $940,378
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.20
Average High-Net-Worth Client Assets: $940,378
Total Client Accounts: 358
Discretionary Accounts: 358
Regulatory Filings
CRD Number: 291599
Last Filing Date: 2024-03-20 00:00:00
Website: https://mvbank.com