Overview
Assets Under Management: $142 million
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 346
Discretionary Accounts: 346
Regulatory Filings
CRD Number: 121359
Last Filing Date: 2025-02-24 00:00:00
Website: https://www.firstandmainfinancial.com