Overview
Assets Under Management: $278 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 114
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,043
Discretionary Accounts: 1,043
Regulatory Filings
CRD Number: 300966
Last Filing Date: 2024-11-07 00:00:00
Website: https://ranchcap.com