Overview
Assets Under Management: $158 million
High-Net-Worth Clients: 13
Average Client Assets: $12 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.85
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 71
Discretionary Accounts: 47
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 308427
Last Filing Date: 2025-01-08 00:00:00
Website: https://blackhorsewealth.com/