Overview
Assets Under Management: $228 million
Headquarters: PORTAGE, MI
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 567
Discretionary Accounts: 552
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 110491
Last Filing Date: 2024-12-16 00:00:00
Website: https://pps-v.com