Overview
Assets Under Management: $230 million
Headquarters: CANONSBURG, PA
High-Net-Worth Clients: 108
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 407
Discretionary Accounts: 392
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 329413
Last Filing Date: 2025-01-20 00:00:00
Website: https://justcompliance.net