Overview
Assets Under Management: $252 million
Headquarters: HINSDALE, IL
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,116
Discretionary Accounts: 1,109
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 298527
Last Filing Date: 2025-02-27 00:00:00
Website: https://retpro.com