Overview
Assets Under Management: $207 million
High-Net-Worth Clients: 38
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.64
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 219
Discretionary Accounts: 216
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 157538
Last Filing Date: 2025-03-05 00:00:00
Website: https://powerhouseassets.com