Overview
Assets Under Management: $404 million
Headquarters: SYRACUSE, NY
High-Net-Worth Clients: 96
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.98
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 738
Discretionary Accounts: 710
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 319411
Last Filing Date: 2025-01-31 00:00:00
Website: https://rialtowealth.com