Overview
Assets Under Management: $195 million
High-Net-Worth Clients: 11
Average Client Assets: $18 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.29
Average High-Net-Worth Client Assets: $18 million
Total Client Accounts: 34
Discretionary Accounts: 34
Regulatory Filings
CRD Number: 313637
Last Filing Date: 2025-01-16 00:00:00