Overview
Assets Under Management: $226 million
Headquarters: CHARLESTON, SC
High-Net-Worth Clients: 63
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.42
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 434
Discretionary Accounts: 434
Regulatory Filings
CRD Number: 327001
Last Filing Date: 2024-05-31 00:00:00
Website: https://dinsmorecomplianceservices.com