Overview
Assets Under Management: $346 million
Headquarters: NEWARK, DE
High-Net-Worth Clients: 99
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 450
Discretionary Accounts: 450
Regulatory Filings
CRD Number: 147048
Last Filing Date: 2024-09-03 00:00:00
Website: https://n1advisors.com