Overview
Assets Under Management: $173 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 57
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.33
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 197
Discretionary Accounts: 193
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 151187
Last Filing Date: 2024-07-25 00:00:00
Website: https://mcbroominv.com