Overview
Assets Under Management: $655 million
Headquarters: PORTSMOUTH, RI
High-Net-Worth Clients: 321
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 321
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.06
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,876
Discretionary Accounts: 2,876
Regulatory Filings
CRD Number: 296475
Last Filing Date: 2025-02-06 00:00:00
Website: https://wcipllc.com