Overview
Assets Under Management: $147 million
Headquarters: SAINT AUGUSTINE, FL
High-Net-Worth Clients: 24
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.66
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 274
Discretionary Accounts: 274
Regulatory Filings
CRD Number: 312164
Last Filing Date: 2024-03-28 00:00:00
Website: https://schrumpw.com