Overview
Assets Under Management: $194 million
High-Net-Worth Clients: 10
Average Client Assets: $13 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.67
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 216
Discretionary Accounts: 161
Non-Discretionary Accounts: 55
Regulatory Filings
CRD Number: 291883
Last Filing Date: 2025-01-31 00:00:00
Website: http://www.amoreambro.com/