Overview
Assets Under Management: $776 million
Headquarters: CONSHOHOCKEN, PA
High-Net-Worth Clients: 71
Average Client Assets: $11 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 148
Discretionary Accounts: 148
Regulatory Filings
CRD Number: 333260
Last Filing Date: 2025-02-24 00:00:00
Website: https://www.pitcairn.com