Overview
Assets Under Management: $126 million
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 48
Discretionary Accounts: 42
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 167858
Last Filing Date: 2025-02-24 00:00:00
Website: https://gmail.com