Overview
Assets Under Management: $333 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.18
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 73
Discretionary Accounts: 7
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 162399
Last Filing Date: 2025-01-10 00:00:00
Website: https://cgcompass.com