Overview
Assets Under Management: $381 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 81
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.72
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 197
Discretionary Accounts: 151
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 108191
Last Filing Date: 2024-12-20 00:00:00
Website: https://mccarterpws.com