Overview
Assets Under Management: $428 million
Headquarters: ALEXANDRIA, VA
High-Net-Worth Clients: 184
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 662
Discretionary Accounts: 12
Non-Discretionary Accounts: 650
Regulatory Filings
CRD Number: 147529
Last Filing Date: 2024-11-27 00:00:00
Website: https://mclaughlinryder.com