Overview
Assets Under Management: $217 million
Headquarters: COHASSET, MA
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 231
Discretionary Accounts: 183
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 142915
Last Filing Date: 2024-03-06 00:00:00
Website: https://sscainvest.com