Overview
Assets Under Management: $119 million
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 341
Discretionary Accounts: 301
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 301107
Last Filing Date: 2024-03-27 00:00:00
Website: https://troutmanwealth.com