Overview
Assets Under Management: $228 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 561
Average Client Assets: $295,687
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 561
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.60
Average High-Net-Worth Client Assets: $295,687
Total Client Accounts: 701
Discretionary Accounts: 317
Non-Discretionary Accounts: 384
Regulatory Filings
CRD Number: 132221
Last Filing Date: 2024-07-25 00:00:00
Website: https://mcdermottadvisors.com