Overview
Assets Under Management: $142 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 40
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 83
Discretionary Accounts: 83
Regulatory Filings
CRD Number: 164704
Last Filing Date: 2025-02-05 00:00:00
Website: https://viprofessionals.com