Overview
Assets Under Management: $578 million
Headquarters: VERO BEACH, FL
High-Net-Worth Clients: 18
Average Client Assets: $31 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.57
Average High-Net-Worth Client Assets: $31 million
Total Client Accounts: 100
Discretionary Accounts: 100
Regulatory Filings
CRD Number: 332949
Last Filing Date: 2025-01-21 00:00:00
Website: https://morangiemanagement.com/