Overview
Assets Under Management: $176 million
High-Net-Worth Clients: 27
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.47
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 221
Discretionary Accounts: 221
Regulatory Filings
CRD Number: 327099
Last Filing Date: 2025-02-13 00:00:00
Website: https://matriarchwm.com