Overview
Assets Under Management: $347 million
Headquarters: TROY, MI
High-Net-Worth Clients: 60
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.69
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 249
Discretionary Accounts: 247
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 112256
Last Filing Date: 2025-02-13 00:00:00
Website: https://sshadvisors.com