Overview
Assets Under Management: $499 million
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 82
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.55
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 94
Discretionary Accounts: 94
Regulatory Filings
CRD Number: 108156
Last Filing Date: 2025-01-03 00:00:00
Website: https://jacksongrant.us