Overview
Assets Under Management: $291 million
Headquarters: DANVILLE, CA
High-Net-Worth Clients: 74
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.80
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 292
Discretionary Accounts: 292
Regulatory Filings
CRD Number: 329018
Last Filing Date: 2024-10-01 00:00:00
Website: https://joot.io