Overview
Assets Under Management: $156 million
Headquarters: ELLISVILLE, MO
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.38
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 406
Discretionary Accounts: 388
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 157271
Last Filing Date: 2025-02-11 00:00:00
Website: https://risleycm.com