Overview
Assets Under Management: $261 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 44
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,042
Discretionary Accounts: 2,042
Regulatory Filings
CRD Number: 168467
Filing ID: 1972826
Last Filing Date: 2025-03-30 14:18:00
Website: https://jhagancapital.com