Overview
Assets Under Management: $590 million
Headquarters: MIDDLETON, WI
High-Net-Worth Clients: 129
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,149
Discretionary Accounts: 1,149
Regulatory Filings
CRD Number: 140431
Filing ID: 1948920
Last Filing Date: 2025-03-07 16:36:00
Website: https://jandsadvisors.com