Overview
Assets Under Management: $132 million
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.48
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 450
Discretionary Accounts: 372
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 134726
Last Filing Date: 2024-11-18 00:00:00
Website: https://mzcap.com