Overview
Assets Under Management: $112 million
High-Net-Worth Clients: 7
Average Client Assets: $16 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $16 million
Total Client Accounts: 7
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 283794
Last Filing Date: 2024-03-28 00:00:00