Overview
Assets Under Management: $215 million
High-Net-Worth Clients: 67
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 493
Discretionary Accounts: 480
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 325000
Last Filing Date: 2024-10-28 00:00:00
Website: https://sharedvisionwealth.com