Overview
Assets Under Management: $223 million
Headquarters: WINSTON-SALEM, NC
High-Net-Worth Clients: 31
Average Client Assets: $6 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.63
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 246
Discretionary Accounts: 246
Regulatory Filings
CRD Number: 119176
Last Filing Date: 2025-01-07 00:00:00
Website: https://westhamptoncapital.com