Overview
Assets Under Management: $196 million
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.90
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 289
Discretionary Accounts: 289
Regulatory Filings
CRD Number: 122742
Last Filing Date: 2025-02-27 00:00:00
Website: https://mauroinvestor.com