Overview
Assets Under Management: $267 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 81
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,080
Discretionary Accounts: 858
Non-Discretionary Accounts: 222
Regulatory Filings
CRD Number: 332473
Filing ID: 1997698
Last Filing Date: 2025-06-12 16:44:00
Website: https://tradewellfinancial.com