Overview
Assets Under Management: $142 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 553
Discretionary Accounts: 550
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 289923
Last Filing Date: 2024-08-14 00:00:00
Website: https://994group.com