Overview
Assets Under Management: $329 million
Headquarters: LOUISBURG, NC
High-Net-Worth Clients: 92
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,273
Discretionary Accounts: 950
Non-Discretionary Accounts: 323
Regulatory Filings
CRD Number: 328530
Last Filing Date: 2024-04-25 00:00:00
Website: https://tarriverwealth.com