Last updated: September 21st, 2019. Data source: SEC filings.
|Rank (United States)||39 / 7,646|
|Top Advisors||View Advisors|
|Average Client Balance||$2,179,014|
|Total AUM||$1.4 billion|
|Advisor / Client Ratio||1:89|
|SEC Filings||Forms and Brochures (CRD # 107774)|
|State(s) Registered||AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, IA, LA, ME, MD, MA, MI, MN, MO, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI|
John wrote: Do you take accounts of less than $1 million?8 months ago
The minimum for Investment Guidance and Portfolio Management is $500,000.