Overview
Assets Under Management: $293 million
High-Net-Worth Clients: 27
Average Client Assets: $11 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.10
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 112
Discretionary Accounts: 112
Regulatory Filings
CRD Number: 132828
Last Filing Date: 2025-02-07 00:00:00