Overview
Assets Under Management: $1.9 billion
Headquarters: HOLLAND, MI
High-Net-Worth Clients: 321
Average Client Assets: $4 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: 321
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.60
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,912
Discretionary Accounts: 2,905
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 173736
Last Filing Date: 2025-02-28 00:00:00
Website: https://ctfa.com