Overview
Assets Under Management: $410 million
Headquarters: FOREST, VA
High-Net-Worth Clients: 168
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 168
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.70
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,809
Discretionary Accounts: 1,809
Regulatory Filings
CRD Number: 105103
Last Filing Date: 2025-01-29 00:00:00
Website: https://hscwa.com