Overview
Assets Under Management: $125 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 33
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.66
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 117
Discretionary Accounts: 117
Regulatory Filings
CRD Number: 329974
Last Filing Date: 2025-01-16 00:00:00
Website: https://joot.io