Overview
Assets Under Management: $236 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,456
Discretionary Accounts: 1,456
Regulatory Filings
CRD Number: 319561
Filing ID: 1993562
Last Filing Date: 2025-05-29 09:17:00
Website: https://dinsmorecomplianceservices.com