Overview
Assets Under Management: $1.0 billion
Headquarters: CHATTANOOGA, TN
High-Net-Worth Clients: 1
Average Client Assets: $944 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.00
Average High-Net-Worth Client Assets: $944 million
Total Client Accounts: 12,714
Discretionary Accounts: 12,712
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 119081
Filing ID: 1925289
Last Filing Date: 2025-04-01 07:13:00
Website: https://pronvest.com