Overview
Assets Under Management: $11.4 billion
Headquarters: WHITE PLAINS, NY
High-Net-Worth Clients: 25
Average Client Assets: $194 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.27
Average High-Net-Worth Client Assets: $194 million
Total Client Accounts: 384
Discretionary Accounts: 384
Regulatory Filings
CRD Number: 309185
Last Filing Date: 2025-01-28 00:00:00
Website: http://milagrewealth.com