Overview
Assets Under Management: $270 million
Headquarters: JACKSON, MS
High-Net-Worth Clients: 77
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.31
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 536
Discretionary Accounts: 509
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 149476
Last Filing Date: 2024-02-23 00:00:00
Website: https://wealthviewcapital.com