Overview
Assets Under Management: $608 million
Headquarters: ST. CHARLES, IL
High-Net-Worth Clients: 201
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 201
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,412
Discretionary Accounts: 2,398
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 142728
Filing ID: 1968992
Last Filing Date: 2025-03-26 15:00:00
Website: https://totalclaritywealth.com