Overview
Assets Under Management: $222 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 90
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 628
Discretionary Accounts: 628
Regulatory Filings
CRD Number: 305481
Last Filing Date: 2024-03-11 00:00:00
Website: https://mywealthmgmt.com