Overview
Assets Under Management: $145 million
Headquarters: SUTTON, NH
High-Net-Worth Clients: 83
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 98
Discretionary Accounts: 98
Regulatory Filings
CRD Number: 110480
Last Filing Date: 2024-08-02 00:00:00
Website: https://mcttelecom.com