Overview
Assets Under Management: $427 million
Headquarters: IDAHO FALLS, ID
High-Net-Worth Clients: 133
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.65
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 978
Discretionary Accounts: 978
Regulatory Filings
CRD Number: 134881
Last Filing Date: 2025-02-27 00:00:00
Website: https://onyxfinancial.com