Overview
Assets Under Management: $155 million
Headquarters: EVANSVILLE, WI
High-Net-Worth Clients: 2
Average Client Assets: $77 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.12
Average High-Net-Worth Client Assets: $77 million
Total Client Accounts: 937
Discretionary Accounts: 920
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 318052
Filing ID: 1945278
Last Filing Date: 2025-03-03 13:22:00
Website: https://ri-strategies.com