Overview
Assets Under Management: $435 million
Headquarters: DAVENPORT, IA
High-Net-Worth Clients: 140
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,022
Discretionary Accounts: 972
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 289603
Last Filing Date: 2025-01-20 00:00:00
Website: https://mrwmqc.com