Overview
Assets Under Management: $361 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 104
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.23
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 619
Discretionary Accounts: 609
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 300057
Last Filing Date: 2024-04-24 00:00:00
Website: https://pacesferrywealth.com