Overview
Assets Under Management: $175 million
High-Net-Worth Clients: 36
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.22
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 42
Discretionary Accounts: 42
Regulatory Filings
CRD Number: 134080
Last Filing Date: 2024-02-08 00:00:00
Website: https://prospecthill.net