Overview
Assets Under Management: $505 million
High-Net-Worth Clients: 3
Average Client Assets: $82 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.67
Average High-Net-Worth Client Assets: $82 million
Total Client Accounts: 10
Discretionary Accounts: 9
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 292793
Last Filing Date: 2024-07-24 00:00:00
Website: HTTP://WWW.GCWPARTNERS.COM