Overview
Assets Under Management: $144 million
Headquarters: WELLESLEY, MA
High-Net-Worth Clients: 11
Average Client Assets: $12 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.08
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 38
Discretionary Accounts: 38
Regulatory Filings
CRD Number: 283289
Last Filing Date: 2025-02-03 00:00:00
Website: HTTPS://WWW.NOBSCOTINVESTMENT.COM