Overview
Assets Under Management: $277 million
Headquarters: CHRISTIANSBURG, VA
High-Net-Worth Clients: 89
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.54
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,495
Discretionary Accounts: 1,495
Regulatory Filings
CRD Number: 283428
Filing ID: 1952688
Last Filing Date: 2025-03-12 11:37:00
Website: https://planwellretirehappy.com