Overview
Assets Under Management: $381 million
Headquarters: ASHLAND, OH
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,629
Discretionary Accounts: 2,511
Non-Discretionary Accounts: 118
Regulatory Filings
CRD Number: 121064
Filing ID: 1986577
Last Filing Date: 2025-05-01 09:53:00
Website: https://whitcomb.com