Overview
Assets Under Management: $388 million
Headquarters: GROSSE POINTE FARMS, MI
High-Net-Worth Clients: 90
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.58
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 434
Discretionary Accounts: 432
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 152520
Last Filing Date: 2024-06-21 00:00:00
Website: https://pointecapital.com