Overview
Assets Under Management: $139 million
Headquarters: JACKSONVILLE BEACH, FL
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 486
Discretionary Accounts: 486
Regulatory Filings
CRD Number: 173580
Last Filing Date: 2025-02-04 00:00:00
Website: https://strivuswealth.com