Overview
Assets Under Management: $321 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 69
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.67
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 557
Discretionary Accounts: 417
Non-Discretionary Accounts: 140
Regulatory Filings
CRD Number: 105959
Last Filing Date: 2025-02-22 00:00:00
Website: https://whcfa.com