Overview
Assets Under Management: $215 million
High-Net-Worth Clients: 77
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 185
Discretionary Accounts: 185
Regulatory Filings
CRD Number: 149287
Last Filing Date: 2024-03-26 00:00:00
Website: https://thencfg.com