Overview
Assets Under Management: $1.7 billion
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 160
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 160
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.01
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,016
Discretionary Accounts: 1,016
Regulatory Filings
CRD Number: 110102
Filing ID: 1979369
Last Filing Date: 2025-04-14 14:36:00
Website: https://sdh-inc.com