Overview
Assets Under Management: $470 million
Headquarters: GREENWOOD, SC
High-Net-Worth Clients: 108
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 755
Discretionary Accounts: 755
Regulatory Filings
CRD Number: 281278
Last Filing Date: 2025-01-29 00:00:00
Website: https://stokescapitaladvisors.com