Overview
Assets Under Management: $448 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 75
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 302
Discretionary Accounts: 282
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 116524
Last Filing Date: 2025-02-07 00:00:00
Website: https://midatlantic-capital.com