Overview
Assets Under Management: $435 million
Headquarters: FORT MYERS, FL
High-Net-Worth Clients: 164
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 781
Discretionary Accounts: 781
Regulatory Filings
CRD Number: 109638
Last Filing Date: 2025-03-04 00:00:00
Website: https://reznywealth.com