Overview
Assets Under Management: $557 million
High-Net-Worth Clients: 15
Average Client Assets: $10 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.82
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 105
Discretionary Accounts: 90
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 285682
Last Filing Date: 2025-02-12 00:00:00
Website: https://twitter.com/scottzodin