Overview
Assets Under Management: $231 million
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.44
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 452
Discretionary Accounts: 452
Regulatory Filings
CRD Number: 134076
Last Filing Date: 2024-03-11 00:00:00
Website: https://wilsonboucher.com