Overview
Assets Under Management: $235 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 61
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 459
Discretionary Accounts: 459
Regulatory Filings
CRD Number: 316071
Last Filing Date: 2025-02-21 00:00:00
Website: https://muirfieldwealth.com