Overview
Assets Under Management: $174 million
Headquarters: WINSTON-SALEM, NC
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 614
Discretionary Accounts: 504
Non-Discretionary Accounts: 110
Regulatory Filings
CRD Number: 113706
Last Filing Date: 2025-02-10 00:00:00
Website: https://accruentadvisors.com