Overview
Assets Under Management: $319 million
Headquarters: SOUTH BARRINGTON, IL
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.33
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,163
Non-Discretionary Accounts: 1,163
Regulatory Filings
CRD Number: 119239
Last Filing Date: 2024-03-26 00:00:00
Website: https://vermillionfinancial.com