Overview
Assets Under Management: $707 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 145
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: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.64
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 717
Discretionary Accounts: 665
Non-Discretionary Accounts: 52
Regulatory Filings
CRD Number: 110819
Last Filing Date: 2024-12-18 00:00:00
Website: https://noesis-capital.com