Overview
Assets Under Management: $928 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 172
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.42
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 815
Discretionary Accounts: 811
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 175512
Last Filing Date: 2025-02-17 00:00:00
Website: https://westpacesadvisors.com