Overview
Assets Under Management: $154 million
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 646
Discretionary Accounts: 646
Regulatory Filings
CRD Number: 295193
Last Filing Date: 2024-09-20 00:00:00
Website: https://capitalgroupfa.com