Overview
Assets Under Management: $721 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 58
Average Client Assets: $12 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.71
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 164
Non-Discretionary Accounts: 164
Regulatory Filings
CRD Number: 305395
Last Filing Date: 2025-02-20 00:00:00
Website: http://www.storgepartners.com