Overview
Assets Under Management: $368 million
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 73
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 755
Discretionary Accounts: 727
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 112879
Last Filing Date: 2024-09-03 00:00:00
Website: https://returnonlifewealth.com