Overview
Assets Under Management: $255 million
Headquarters: LAKELAND, FL
High-Net-Worth Clients: 1
Average Client Assets: $147 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.62
Average High-Net-Worth Client Assets: $147 million
Total Client Accounts: 517
Discretionary Accounts: 517
Regulatory Filings
CRD Number: 304445
Filing ID: 1955912
Last Filing Date: 2025-03-12 14:51:00
Website: https://jlwadvisors.com