Overview
Assets Under Management: $130 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 114
Discretionary Accounts: 114
Regulatory Filings
CRD Number: 104814
Last Filing Date: 2024-03-05 00:00:00
Website: https://stevencharlescapital.com