Overview
Assets Under Management: $808 million
Headquarters: BETHLEHEM, PA
High-Net-Worth Clients: 356
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 356
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.54
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,189
Discretionary Accounts: 1,189
Regulatory Filings
CRD Number: 315389
Last Filing Date: 2024-03-28 00:00:00
Website: https://theohagangroup.net