Overview
Assets Under Management: $185 million
Headquarters: STATE COLLEGE, PA
High-Net-Worth Clients: 40
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 594
Discretionary Accounts: 594
Regulatory Filings
CRD Number: 2907
Last Filing Date: 2024-12-11 00:00:00
Website: https://nestlerode.com