Overview
Assets Under Management: $232 million
Headquarters: BERWYN, PA
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 316
Discretionary Accounts: 316
Regulatory Filings
CRD Number: 158720
Last Filing Date: 2025-02-10 00:00:00
Website: https://redsprucecapital.com