Overview
Assets Under Management: $649 million
Headquarters: GREENWICH, CT
High-Net-Worth Clients: 113
Average Client Assets: $6 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.95
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 129
Discretionary Accounts: 120
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 13035
Last Filing Date: 2024-11-27 00:00:00
Website: https://searleco.com