Overview
Assets Under Management: $284 million
High-Net-Worth Clients: 76
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 709
Discretionary Accounts: 643
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 308991
Last Filing Date: 2024-11-01 00:00:00
Website: https://oldewealth.com