Overview
Assets Under Management: $204 million
Headquarters: ERIE, PA
High-Net-Worth Clients: 126
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 126
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.08
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 285
Discretionary Accounts: 263
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 104834
Last Filing Date: 2024-03-22 00:00:00
Website: https://wedgewooderie.com