Overview
Assets Under Management: $252 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 301
Discretionary Accounts: 301
Regulatory Filings
CRD Number: 112983
Last Filing Date: 2024-02-12 00:00:00
Website: https://palmerknight.com