Overview
Assets Under Management: $1.4 billion
Headquarters: CHATHAM, NJ
High-Net-Worth Clients: 129
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.23
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 499
Discretionary Accounts: 481
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 149582
Last Filing Date: 2024-08-22 00:00:00
Website: https://rseelaus.com