Overview
Assets Under Management: $241 million
High-Net-Worth Clients: 14
Average Client Assets: $15 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.11
Average High-Net-Worth Client Assets: $15 million
Total Client Accounts: 78
Discretionary Accounts: 78
Regulatory Filings
CRD Number: 163336
Last Filing Date: 2025-02-27 00:00:00
Website: HTTP://WWW.TRIMARCWM.COM