Overview
Assets Under Management: $273 million
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 74
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 199
Discretionary Accounts: 199
Regulatory Filings
CRD Number: 131816
Last Filing Date: 2024-03-01 00:00:00
Website: https://twopointcapital.com