Overview
Assets Under Management: $184 million
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 555
Discretionary Accounts: 551
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 118473
Last Filing Date: 2024-11-01 00:00:00
Website: https://rmdradvisors.com