Overview
Assets Under Management: $18.3 billion
High-Net-Worth Clients: 183
Average Client Assets: $21 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 183
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.36
Average High-Net-Worth Client Assets: $21 million
Total Client Accounts: 672
Discretionary Accounts: 536
Non-Discretionary Accounts: 136
Regulatory Filings
CRD Number: 313913
Last Filing Date: 2024-08-08 00:00:00
Website: https://www.stonehagefleming.com