Overview
Assets Under Management: $214 million
Headquarters: ALLENTOWN, PA
High-Net-Worth Clients: 2
Average Client Assets: $61 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.03
Average High-Net-Worth Client Assets: $61 million
Total Client Accounts: 1,066
Discretionary Accounts: 1,066
Regulatory Filings
CRD Number: 169789
Filing ID: 1950177
Last Filing Date: 2025-03-20 13:03:00
Website: https://sectoranalysts.com