Overview
Assets Under Management: $140 million
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.92
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 398
Discretionary Accounts: 398
Regulatory Filings
CRD Number: 315368
Last Filing Date: 2025-02-19 00:00:00
Website: https://siebenwp.com