Overview
Assets Under Management: $568 million
High-Net-Worth Clients: 15
Average Client Assets: $38 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.93
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 16
Discretionary Accounts: 1
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 157236
Last Filing Date: 2025-02-26 00:00:00