Overview
Assets Under Management: $230 million
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 752
Discretionary Accounts: 752
Regulatory Filings
CRD Number: 122169
Last Filing Date: 2025-02-11 00:00:00
Website: https://scottmarsh.com