Overview
Assets Under Management: $189 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 29
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 258
Discretionary Accounts: 255
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 111695
Filing ID: 1997021
Last Filing Date: 2025-06-10 14:13:00
Website: https://maplewoodinvestments.com