Overview
Assets Under Management: $2.3 billion
High-Net-Worth Clients: 379
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 379
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.32
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,176
Discretionary Accounts: 2,096
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 138240
Filing ID: 1944550
Last Filing Date: 2025-03-28 13:57:00
Website: https://mmpw.com