Overview
Assets Under Management: $191 million
Headquarters: FARMINGTON, CT
High-Net-Worth Clients: 107
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.00
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 766
Discretionary Accounts: 766
Regulatory Filings
CRD Number: 125765
Last Filing Date: 2024-11-27 00:00:00
Website: https://www.wmgna.com