Overview
Assets Under Management: $261 million
Headquarters: JACKSON, MS
High-Net-Worth Clients: 87
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 193
Discretionary Accounts: 193
Regulatory Filings
CRD Number: 115613
Last Filing Date: 2025-01-15 00:00:00
Website: https://mcallistercapital.com