Overview
Assets Under Management: $914 million
High-Net-Worth Clients: 32
Average Client Assets: $23 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.75
Average High-Net-Worth Client Assets: $23 million
Total Client Accounts: 206
Discretionary Accounts: 106
Non-Discretionary Accounts: 100
Regulatory Filings
CRD Number: 292433
Filing ID: 2012211
Last Filing Date: 2025-08-27 09:30:00
Website: https://jsafrasarasin.com