Overview
Assets Under Management: $294 million
Headquarters: CORAL SPRINGS, FL
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 367
Discretionary Accounts: 361
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 109327
Last Filing Date: 2025-02-19 00:00:00
Website: https://pfprofiles.com