Overview
Assets Under Management: $518 million
Headquarters: FORT MYERS, FL
High-Net-Worth Clients: 4
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.00
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 1,631
Discretionary Accounts: 1,631
Regulatory Filings
CRD Number: 329635
Filing ID: 2004845
Last Filing Date: 2025-07-25 16:20:00
Website: https://savingtheinvestor.com