Overview
Assets Under Management: $2.0 billion
High-Net-Worth Clients: 23
Average Client Assets: $34 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.49
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 584
Discretionary Accounts: 491
Non-Discretionary Accounts: 93
Regulatory Filings
CRD Number: 284407
Last Filing Date: 2024-12-12 00:00:00
Website: HTTPS://BUSINESS.GOOGLE.COM/U/0/DASHBOARD/L/00040452954381389514?HL=FR-CH&UTM_SOURCE=GOOGLE&UTM_MEDIUM=ET&UTM_CAMPAIGN=WW-WW-ET-