Overview
Assets Under Management: $192 million
Headquarters: BOULDER, CO
High-Net-Worth Clients: 19
Average Client Assets: $9 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.65
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 211
Discretionary Accounts: 149
Non-Discretionary Accounts: 62
Regulatory Filings
CRD Number: 112024
Last Filing Date: 2025-02-01 00:00:00
Website: https://twcinc.org