Overview
Assets Under Management: $336 million
Headquarters: TUSCALOOSA, AL
High-Net-Worth Clients: 101
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.48
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 513
Discretionary Accounts: 508
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 118296
Last Filing Date: 2024-03-20 00:00:00
Website: https://jmfcapstone.com