Overview
Assets Under Management: $938 million
High-Net-Worth Clients: 11
Average Client Assets: $55 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.88
Average High-Net-Worth Client Assets: $55 million
Total Client Accounts: 2,992
Discretionary Accounts: 2,992
Regulatory Filings
CRD Number: 327652
Filing ID: 1969269
Last Filing Date: 2025-03-31 13:33:00
Website: https://raelipskie.com