Overview
Assets Under Management: $483 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 119
Average Client Assets: $3 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: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,189
Discretionary Accounts: 1,189
Regulatory Filings
CRD Number: 289899
Last Filing Date: 2024-03-21 00:00:00
Website: https://wellstrecaso.com