Overview
Assets Under Management: $200 million
Headquarters: FINDLAY, OH
High-Net-Worth Clients: 150
Average Client Assets: $990,398
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.49
Average High-Net-Worth Client Assets: $990,398
Total Client Accounts: 657
Discretionary Accounts: 616
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 290349
Last Filing Date: 2024-03-28 00:00:00
Website: https://resoluteadvisor.com