Overview
Assets Under Management: $115 million
High-Net-Worth Clients: 9
Average Client Assets: $12.6 million
Frequently Asked Questions
JACK POINT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289426), JACK POINT ADVISORS, LLC is subject to fiduciary duty under federal law.
JACK POINT ADVISORS, LLC serves 9 high-net-worth clients according to their SEC filing dated October 04, 2018. View client details ↓
According to their SEC Form ADV, JACK POINT ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
JACK POINT ADVISORS, LLC manages $115 million in client assets according to their SEC filing dated October 04, 2018.
According to their SEC Form ADV, JACK POINT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.70%
Average Client Assets: $12.6 million
Total Client Accounts: 50
Discretionary Accounts: 50
Regulatory Filings
CRD Number: 289426
Filing ID: 1243533
Last Filing Date: 2018-10-04 14:34:00