Overview
Assets Under Management: $404 million
Headquarters: THOMASVILLE, GA
High-Net-Worth Clients: 183
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: 183
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.54
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,260
Discretionary Accounts: 1,260
Regulatory Filings
CRD Number: 107861
Last Filing Date: 2025-02-20 00:00:00
Website: https://mmhpinvest.com