Overview
Assets Under Management: $315 million
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 68
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.22
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 341
Discretionary Accounts: 341
Regulatory Filings
CRD Number: 108047
Last Filing Date: 2025-01-10 00:00:00
Website: https://weybosset.com