Overview
Assets Under Management: $156 million
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 297
Discretionary Accounts: 297
Regulatory Filings
CRD Number: 137830
Last Filing Date: 2024-04-11 00:00:00
Website: https://rbpia.com