Overview
Assets Under Management: $846 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 111
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,771
Discretionary Accounts: 1,645
Non-Discretionary Accounts: 126
Regulatory Filings
CRD Number: 137772
Last Filing Date: 2024-03-12 00:00:00
Website: https://vectorsresearch.com