Overview
Assets Under Management: $151 million
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 213
Discretionary Accounts: 213
Regulatory Filings
CRD Number: 323980
Last Filing Date: 2024-06-28 00:00:00
Website: https://orographicfinancial.com