Overview
Assets Under Management: $395 million
Headquarters: LAKE FOREST, IL
High-Net-Worth Clients: 111
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 424
Discretionary Accounts: 424
Regulatory Filings
CRD Number: 130132
Last Filing Date: 2024-03-30 00:00:00
Website: https://nsprivate.com