Overview
Assets Under Management: $450 million
High-Net-Worth Clients: 22
Average Client Assets: $9 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.35
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 56
Non-Discretionary Accounts: 56
Regulatory Filings
CRD Number: 158381
Last Filing Date: 2025-01-16 00:00:00
Website: https://twenty-first.com