Overview
Assets Under Management: $193 million
High-Net-Worth Clients: 116
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 117
Discretionary Accounts: 117
Regulatory Filings
CRD Number: 292257
Last Filing Date: 2025-02-20 00:00:00
Website: https://3jcapitalgroup.com