Overview
Assets Under Management: $105 million
High-Net-Worth Clients: 11
Average Client Assets: $10 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 22
Discretionary Accounts: 20
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 310464
Last Filing Date: 2025-02-28 00:00:00
Website: https://tcnprivatewealth.com