Overview
Assets Under Management: $1.7 billion
High-Net-Worth Clients: 21
Average Client Assets: $32 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.71
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 421
Non-Discretionary Accounts: 421
Regulatory Filings
CRD Number: 156771
Last Filing Date: 2024-08-14 00:00:00
Website: HTTPS://TWITTER.COM/AVENDUS