Overview
Assets Under Management: $289 million
Headquarters: RIDGELAND, MS
High-Net-Worth Clients: 3
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.86
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 1,091
Discretionary Accounts: 1,091
Regulatory Filings
CRD Number: 113925
Filing ID: 1953123
Last Filing Date: 2025-03-28 10:05:00
Website: https://newper.com