Overview
Assets Under Management: $365 million
Headquarters: CHICAGO, IL
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.64
Total Client Accounts: 60
Discretionary Accounts: 43
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 328318
Last Filing Date: 2024-10-08 00:00:00
Website: https://permanent-capital.com