Overview
Assets Under Management: $780 million
Headquarters: SALEM, VA
High-Net-Worth Clients: 30
Average Client Assets: $8 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.02
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 2,774
Discretionary Accounts: 2,774
Regulatory Filings
CRD Number: 151980
Last Filing Date: 2025-02-21 00:00:00
Website: https://partnersinfinancialplanning.com