Overview
Assets Under Management: $141 million
Headquarters: BOISE, ID
High-Net-Worth Clients: 53
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 337
Discretionary Accounts: 337
Regulatory Filings
CRD Number: 318835
Last Filing Date: 2025-01-22 00:00:00
Website: https://scratch-capital.com