Overview
Assets Under Management: $555 million
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 162
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.49
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,130
Discretionary Accounts: 1,127
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 109114
Last Filing Date: 2025-02-10 00:00:00
Website: https://skwealth.com