Overview
Assets Under Management: $129 million
Headquarters: SIOUX FALLS, SD
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.31
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 291
Discretionary Accounts: 290
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 315701
Last Filing Date: 2024-03-27 00:00:00
Website: https://parvinam.com