Overview
Assets Under Management: $222 million
Headquarters: JENKINTOWN, PA
High-Net-Worth Clients: 37
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.06
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 423
Discretionary Accounts: 328
Non-Discretionary Accounts: 95
Regulatory Filings
CRD Number: 302100
Last Filing Date: 2025-01-31 00:00:00
Website: https://arandagroup.com