Households /
Portfolios
Household Name
Portfolio Name
Tax ID/SSN
Account Number
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Total:
3 Households
Household Name
# of Portfolios
# of Accounts
Value
% Chg
*
View/Edit
SMITH FAMILY
4
20
$184,109.52
2.12%
View/Edit
UDELL FAMILY
3
17
$1,265,342.18
1.57%
View/Edit
WILLIAMS FAMILY
2
16
$7,821,654.69
1.79%
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Households
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Portfolios
Household
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