Overview
Assets Under Management: $2.5 billion
High-Net-Worth Clients: 22
Average Client Assets: $58 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.70
Average High-Net-Worth Client Assets: $58 million
Total Client Accounts: 1,120
Discretionary Accounts: 1,120
Regulatory Filings
CRD Number: 316199
Filing ID: 1988821
Last Filing Date: 2025-07-22 10:23:00
Website: https://mcinroy-wood.co.uk