Overview
Assets Under Management: $363 million
Headquarters: CLEARWATER, FL
High-Net-Worth Clients: 67
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.29
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 392
Discretionary Accounts: 392
Regulatory Filings
CRD Number: 315152
Last Filing Date: 2024-03-11 00:00:00
Website: https://noblefamilywealth.com