Overview
Assets Under Management: $465 million
High-Net-Worth Clients: 123
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.16
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 697
Non-Discretionary Accounts: 697
Regulatory Filings
CRD Number: 123821
Last Filing Date: 2025-01-02 00:00:00
Website: https://wiseplanning.com