Overview
Assets Under Management: $368 million
Headquarters: ENGLEWOOD, FL
High-Net-Worth Clients: 91
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,620
Discretionary Accounts: 1,298
Non-Discretionary Accounts: 322
Regulatory Filings
CRD Number: 304104
Filing ID: 2003804
Last Filing Date: 2025-07-15 11:45:00
Website: 3