Overview
Assets Under Management: $1.3 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 295
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 295
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.61
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,931
Discretionary Accounts: 1,931
Regulatory Filings
CRD Number: 129428
Last Filing Date: 2024-12-10 00:00:00
Website: https://wealthstreamadvisors.com