Overview
Assets Under Management: $167 million
High-Net-Worth Clients: 47
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 605
Discretionary Accounts: 605
Regulatory Filings
CRD Number: 282447
Last Filing Date: 2025-03-03 00:00:00
Website: https://cultivatingwealth.com