Overview
Assets Under Management: $160 million
High-Net-Worth Clients: 38
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 811
Discretionary Accounts: 767
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 146612
Last Filing Date: 2024-03-11 00:00:00
Website: https://noblebridgewealth.com