Overview
Assets Under Management: $176 million
Headquarters: MARSHFIELD, WI
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 539
Discretionary Accounts: 539
Regulatory Filings
CRD Number: 317253
Last Filing Date: 2025-02-03 00:00:00
Website: https://retirews.com