Overview
Assets Under Management: $252 million
Headquarters: BEAVER, PA
High-Net-Worth Clients: 221
Average Client Assets: $862,870
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.63
Average High-Net-Worth Client Assets: $862,870
Total Client Accounts: 832
Discretionary Accounts: 830
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 307480
Last Filing Date: 2025-02-14 00:00:00
Website: https://3ctruewealth.com