Overview
Assets Under Management: $335 million
High-Net-Worth Clients: 29
Average Client Assets: $11 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.42
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 202
Discretionary Accounts: 197
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 109675
Last Filing Date: 2025-02-04 00:00:00
Website: HTTP://WWW.MOIRAI.COM