Overview
Assets Under Management: $174 million
High-Net-Worth Clients: 8
Average Client Assets: $13 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.37
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 49
Discretionary Accounts: 48
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 145748
Last Filing Date: 2025-01-16 00:00:00