Overview
Assets Under Management: $193 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.59
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 234
Discretionary Accounts: 234
Regulatory Filings
CRD Number: 133936
Last Filing Date: 2023-12-01 00:00:00
Website: https://mazarswa.com