Overview
Assets Under Management: $215 million
High-Net-Worth Clients: 32
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.86
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 221
Discretionary Accounts: 221
Regulatory Filings
CRD Number: 155306
Last Filing Date: 2025-01-17 00:00:00
Website: https://processuswealth.com