Overview
Assets Under Management: $950 million
High-Net-Worth Clients: 18
Average Client Assets: $40 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.31
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 167
Discretionary Accounts: 51
Non-Discretionary Accounts: 116
Regulatory Filings
CRD Number: 332503
Last Filing Date: 2025-02-19 00:00:00
Website: https://www.linkedin.com/company/prometheus-wm/posts/?feedView=all