Overview
Assets Under Management: $431 million
Headquarters: LIMA, OH
High-Net-Worth Clients: 75
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.18
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 973
Discretionary Accounts: 802
Non-Discretionary Accounts: 171
Regulatory Filings
CRD Number: 321659
Last Filing Date: 2025-02-12 00:00:00
Website: https://truebloodwealth.com