Overview
Assets Under Management: $314 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 129
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,049
Discretionary Accounts: 1,037
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 288429
Last Filing Date: 2024-02-29 00:00:00
Website: https://momentouswealth.com