Overview
Assets Under Management: $111 million
Headquarters: WESTPORT, CT
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 30
Discretionary Accounts: 30
Regulatory Filings
CRD Number: 327619
Last Filing Date: 2025-01-27 00:00:00
Website: https://visdomig.com