Overview
Assets Under Management: $2.5 billion
Headquarters: WHEELING, WV
High-Net-Worth Clients: 602
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 602
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 5,213
Discretionary Accounts: 4,995
Non-Discretionary Accounts: 218
Regulatory Filings
CRD Number: 135184
Filing ID: 1949203
Last Filing Date: 2025-03-24 14:11:00
Website: https://mc-ws.com