Overview
Assets Under Management: $145 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 257
Discretionary Accounts: 45
Non-Discretionary Accounts: 212
Regulatory Filings
CRD Number: 140991
Last Filing Date: 2025-03-03 00:00:00
Website: https://wealthtender.com/financial-advisors/scott-floersheim-cpa-pfs-cfp-rma/