Overview
Assets Under Management: $309 million
High-Net-Worth Clients: 21
Average Client Assets: $14 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.03
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 160
Discretionary Accounts: 160
Regulatory Filings
CRD Number: 119811
Last Filing Date: 2025-02-10 00:00:00