Overview
Assets Under Management: $237 million
Headquarters: NOVI, MI
High-Net-Worth Clients: 40
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.24
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,086
Discretionary Accounts: 663
Non-Discretionary Accounts: 423
Regulatory Filings
CRD Number: 138393
Filing ID: 1968155
Last Filing Date: 2025-03-26 07:57:00
Website: https://pwfin.com