Overview
Assets Under Management: $309 million
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 92
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.76
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 721
Discretionary Accounts: 721
Regulatory Filings
CRD Number: 123910
Last Filing Date: 2024-04-23 00:00:00
Website: https://signet-iag.com