Overview
Assets Under Management: $2.0 billion
High-Net-Worth Clients: 267
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 267
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.58
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 4,846
Discretionary Accounts: 4,834
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 113348
Last Filing Date: 2025-02-17 00:00:00
Website: https://naturalinvestments.com