Overview
Assets Under Management: $499 million
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 82
Average Client Assets: $6 million
Frequently Asked Questions
JACKSON, GRANT INVESTMENT ADVISERS, INC. 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 #108156), JACKSON, GRANT INVESTMENT ADVISERS, INC. is subject to fiduciary duty under federal law.
JACKSON, GRANT INVESTMENT ADVISERS, INC. is headquartered in STAMFORD, CT.
JACKSON, GRANT INVESTMENT ADVISERS, INC. serves 82 high-net-worth clients according to their SEC filing dated January 03, 2025. View client details ↓
According to their SEC Form ADV, JACKSON, GRANT INVESTMENT ADVISERS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
JACKSON, GRANT INVESTMENT ADVISERS, INC. manages $499 million in client assets according to their SEC filing dated January 03, 2025.
According to their SEC Form ADV, JACKSON, GRANT INVESTMENT ADVISERS, INC. serves high-net-worth individuals. View client details ↓
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