Overview
Assets Under Management: $358 million
High-Net-Worth Clients: 144
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 659
Discretionary Accounts: 659
Regulatory Filings
CRD Number: 315438
Last Filing Date: 2025-01-17 00:00:00
Website: https://stonesummitwealth.com