Overview
Assets Under Management: $117 million
Headquarters: HANOVER, NH
High-Net-Worth Clients: 18
Average Client Assets: $6 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.65
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 70
Discretionary Accounts: 70
Regulatory Filings
CRD Number: 126670
Last Filing Date: 2025-01-23 00:00:00
Website: https://mdtinvest.com