Overview
Assets Under Management: $620 million
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 123
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.79
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,147
Discretionary Accounts: 2,122
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 121088
Last Filing Date: 2025-01-27 00:00:00
Website: https://nfa1040.com