Overview
Assets Under Management: $153 million
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 337
Discretionary Accounts: 337
Regulatory Filings
CRD Number: 133846
Last Filing Date: 2025-02-27 00:00:00
Website: https://ofcwealth.com