Overview
Assets Under Management: $3.5 billion
Headquarters: GAINESVILLE, GA
High-Net-Worth Clients: 125
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.19
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 465
Discretionary Accounts: 454
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 111042
Last Filing Date: 2024-10-23 00:00:00
Website: https://wicinvest.com