Overview
Assets Under Management: $211 million
High-Net-Worth Clients: 12
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.31
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 166
Discretionary Accounts: 165
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 166919
Filing ID: 1939554
Last Filing Date: 2025-03-03 12:04:00
Website: https://myecfo.com