Overview
Assets Under Management: $810 million
Headquarters: GREENBRAE, CA
High-Net-Worth Clients: 69
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.91
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 424
Discretionary Accounts: 424
Regulatory Filings
CRD Number: 286688
Last Filing Date: 2025-02-03 00:00:00
Website: https://slowcap.co