Overview
Assets Under Management: $100 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 5
Average Client Assets: $27 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.93
Average High-Net-Worth Client Assets: $27 million
Total Client Accounts: 25
Discretionary Accounts: 25
Regulatory Filings
CRD Number: 328488
Last Filing Date: 2024-09-13 00:00:00
Website: https://mindoro.com