Overview
Assets Under Management: $181 million
Headquarters: SUNSET HILLS, MO
High-Net-Worth Clients: 27
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.77
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 243
Non-Discretionary Accounts: 243
Regulatory Filings
CRD Number: 129817
Last Filing Date: 2025-02-28 00:00:00
Website: https://swinkcpas.com