Overview
Assets Under Management: $348 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 141
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 823
Discretionary Accounts: 728
Non-Discretionary Accounts: 95
Regulatory Filings
CRD Number: 148662
Last Filing Date: 2024-02-21 00:00:00
Website: https://investpwm.com