Overview
Assets Under Management: $328 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 71
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.37
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 644
Discretionary Accounts: 644
Regulatory Filings
CRD Number: 333108
Last Filing Date: 2025-01-30 00:00:00
Website: https://dinsmorecomplianceservices.com