Overview
Assets Under Management: $140 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.63
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 334
Discretionary Accounts: 334
Regulatory Filings
CRD Number: 107129
Last Filing Date: 2024-03-27 00:00:00
Website: https://www.portmgmt.com