Overview
Assets Under Management: $351 million
Headquarters: SIOUX CITY, IA
High-Net-Worth Clients: 75
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.53
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 495
Discretionary Accounts: 491
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 2997
Last Filing Date: 2024-11-14 00:00:00
Website: https://pecautwm.com