Overview
Assets Under Management: $224 million
Headquarters: YARDLEY, PA
High-Net-Worth Clients: 154
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 154
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.29
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 684
Non-Discretionary Accounts: 684
Regulatory Filings
CRD Number: 121982
Last Filing Date: 2024-05-03 00:00:00
Website: https://dinsmorecomplianceservices.com