Overview
Assets Under Management: $1.7 billion
Headquarters: MONTGOMERY, AL
High-Net-Worth Clients: 343
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 343
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.86
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,370
Discretionary Accounts: 2,358
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 116091
Filing ID: 1989663
Last Filing Date: 2025-05-14 13:19:00
Website: https://jt-wm.com