Overview
Assets Under Management: $1.5 billion
High-Net-Worth Clients: 313
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 313
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.41
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,811
Discretionary Accounts: 642
Non-Discretionary Accounts: 3,169
Regulatory Filings
CRD Number: 25853
Last Filing Date: 2025-01-14 00:00:00
Website: https://rjlu.com