Overview
Assets Under Management: $43.2 billion
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 2,277
Average Client Assets: $974,610
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2,277
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.89
Average High-Net-Worth Client Assets: $974,610
Total Client Accounts: 3,397
Discretionary Accounts: 3,397
Regulatory Filings
CRD Number: 106093
Last Filing Date: 2024-05-24 00:00:00
Website: https://polencapital.com