Overview
Assets Under Management: $172 million
Headquarters: SALEM, OR
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 391
Discretionary Accounts: 391
Regulatory Filings
CRD Number: 139587
Last Filing Date: 2025-03-05 00:00:00
Website: https://jhadvisors.com