Overview
Assets Under Management: $345 million
Headquarters: MATTHEWS, NC
High-Net-Worth Clients: 154
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 154
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 234
Discretionary Accounts: 234
Regulatory Filings
CRD Number: 119598
Last Filing Date: 2024-08-27 00:00:00
Website: https://sapere.com