Overview
Assets Under Management: $180 million
Headquarters: PROSPER, TX
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 631
Discretionary Accounts: 631
Regulatory Filings
CRD Number: 132567
Last Filing Date: 2024-04-25 00:00:00
Website: https://wisdomindex.com