Overview
Assets Under Management: $234 million
Headquarters: WASHINGTON, DC
High-Net-Worth Clients: 29
Average Client Assets: $7 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.17
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 125
Discretionary Accounts: 119
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 171774
Last Filing Date: 2025-01-31 00:00:00
Website: https://washingtongrowthstrategies.com