Overview
Assets Under Management: $141 million
Headquarters: DAYTON, OH
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.99
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 285
Discretionary Accounts: 285
Regulatory Filings
CRD Number: 121217
Last Filing Date: 2025-01-14 00:00:00
Website: https://glhcpas.com