Client Details
Wealth Manager
Compliance Status
85%
Contact Information
Primary Contact
John Smith
john@abcfinancial.com
+1 (555) 123-4567
Secondary Contact
Sarah Johnson
Compliance Officer
sarah@abcfinancial.com
+1 (555) 123-4568
Organization Details
Address
123 Financial Way, New York, NY 10001
Website
https://abcfinancial.com
Assets Under Management
$2.5 Billion
Regulatory Framework
SEC
Attestation Frequency
Quarterly
Client Category
Tier 1 - Enterprise