Overview
Assets Under Management: $491 million
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 100
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.88
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 356
Discretionary Accounts: 337
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 290909
Last Filing Date: 2024-05-02 00:00:00
Website: https://miramarcap.com