Overview
Assets Under Management: $283 million
Headquarters: SEMINOLE, FL
High-Net-Worth Clients: 76
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: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 397
Discretionary Accounts: 397
Regulatory Filings
CRD Number: 129049
Last Filing Date: 2025-01-28 00:00:00
Website: https://targetedfinancial.com