Overview
Assets Under Management: $175 million
High-Net-Worth Clients: 31
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.31
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 163
Discretionary Accounts: 163
Regulatory Filings
CRD Number: 284598
Last Filing Date: 2025-02-14 00:00:00
Website: https://tlw.money