Overview
Assets Under Management: $270 million
Headquarters: SCHAUMBURG, IL
High-Net-Worth Clients: 235
Average Client Assets: $510,638
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 235
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.44
Average High-Net-Worth Client Assets: $510,638
Total Client Accounts: 555
Discretionary Accounts: 150
Non-Discretionary Accounts: 405
Regulatory Filings
CRD Number: 173076
Last Filing Date: 2025-01-21 00:00:00
Website: https://monereinvestments.com