Overview
Assets Under Management: $292 million
High-Net-Worth Clients: 57
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.29
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 687
Discretionary Accounts: 687
Regulatory Filings
CRD Number: 307866
Last Filing Date: 2024-02-15 00:00:00
Website: https://proquility.com