Overview
Assets Under Management: $296 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 216
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 216
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 216
Discretionary Accounts: 216
Regulatory Filings
CRD Number: 109288
Last Filing Date: 2024-03-19 00:00:00
Website: https://mathesco.com