Overview
Assets Under Management: $106 million
High-Net-Worth Clients: 16
Average Client Assets: $7 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.39
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 20
Discretionary Accounts: 18
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 105891
Last Filing Date: 2025-01-06 00:00:00
Website: https://msn.com