Overview
Assets Under Management: $465 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 155
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 155
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 204
Discretionary Accounts: 204
Regulatory Filings
CRD Number: 111738
Last Filing Date: 2024-03-21 00:00:00
Website: https://gjcapital.com