Overview
Assets Under Management: $175 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 612
Discretionary Accounts: 612
Regulatory Filings
CRD Number: 139898
Last Filing Date: 2024-04-02 00:00:00
Website: https://szadvisors.com