Overview
Assets Under Management: $171 million
Headquarters: NEW PORT RICHEY, FL
High-Net-Worth Clients: 212
Average Client Assets: $607,002
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 212
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.40
Average High-Net-Worth Client Assets: $607,002
Total Client Accounts: 441
Discretionary Accounts: 405
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 310053
Last Filing Date: 2024-06-21 00:00:00
Website: https://orcawealth.com