Overview
Assets Under Management: $660 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 5
Average Client Assets: $130 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.07
Average High-Net-Worth Client Assets: $130 million
Total Client Accounts: 35
Discretionary Accounts: 17
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 305692
Last Filing Date: 2024-03-29 00:00:00
Website: https://wembleysa.com