Overview
Assets Under Management: $301 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 72
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.69
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,008
Discretionary Accounts: 921
Non-Discretionary Accounts: 87
Regulatory Filings
CRD Number: 291708
Last Filing Date: 2024-12-03 00:00:00
Website: https://wpgfinancial.com