Overview
Assets Under Management: $405 million
Headquarters: LIVONIA, MI
High-Net-Worth Clients: 124
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.38
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,070
Discretionary Accounts: 1,070
Regulatory Filings
CRD Number: 111556
Last Filing Date: 2024-05-02 00:00:00
Website: https://wpinv.com