Overview
Assets Under Management: $292 million
High-Net-Worth Clients: 91
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.21
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 419
Discretionary Accounts: 413
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 114167
Last Filing Date: 2025-02-21 00:00:00
Website: https://xpertadvice.com