Overview
Assets Under Management: $144 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 150
Average Client Assets: $843,333
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.06
Average High-Net-Worth Client Assets: $843,333
Total Client Accounts: 150
Discretionary Accounts: 150
Regulatory Filings
CRD Number: 155188
Last Filing Date: 2024-03-21 00:00:00
Website: https://sippicancapital.com