Overview
Assets Under Management: $157 million
High-Net-Worth Clients: 1
Average Client Assets: $156 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.82
Average High-Net-Worth Client Assets: $156 million
Total Client Accounts: 211
Discretionary Accounts: 211
Regulatory Filings
CRD Number: 135127
Filing ID: 1950025
Last Filing Date: 2025-03-05 10:19:00
Website: https://verizon.net