Overview
Assets Under Management: $166 million
Headquarters: MIAMISBURG, OH
High-Net-Worth Clients: 58
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.99
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 656
Discretionary Accounts: 656
Regulatory Filings
CRD Number: 300656
Last Filing Date: 2024-03-15 00:00:00
Website: https://dinsmorecomplianceservices.com