Overview
Assets Under Management: $516 million
High-Net-Worth Clients: 118
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.60
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 872
Discretionary Accounts: 872
Regulatory Filings
CRD Number: 125799
Last Filing Date: 2024-03-29 00:00:00
Website: https://wealthcarellc.com