Overview
Assets Under Management: $424 million
High-Net-Worth Clients: 5
Average Client Assets: $34 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.27
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 19
Discretionary Accounts: 19
Regulatory Filings
CRD Number: 159922
Last Filing Date: 2025-01-21 00:00:00
Website: HTTP://WWW.PEAVINECAPITAL.COM