Overview
Assets Under Management: $105 million
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.37
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 135
Discretionary Accounts: 135
Regulatory Filings
CRD Number: 317984
Last Filing Date: 2024-04-17 00:00:00
Website: https://secondsummitwealth.com