Overview
Assets Under Management: $851 million
Headquarters: MILTON, GA
High-Net-Worth Clients: 141
Average Client Assets: $5 million
Frequently Asked Questions
JAMISON PRIVATE WEALTH MANAGEMENT, 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 #109040), JAMISON PRIVATE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
JAMISON PRIVATE WEALTH MANAGEMENT, INC. is headquartered in MILTON, GA.
JAMISON PRIVATE WEALTH MANAGEMENT, INC. serves 141 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, JAMISON PRIVATE WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
JAMISON PRIVATE WEALTH MANAGEMENT, INC. manages $851 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, JAMISON PRIVATE WEALTH MANAGEMENT, 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: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.66
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,180
Discretionary Accounts: 1,168
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 109040
Last Filing Date: 2025-02-11 00:00:00
Website: https://jamisonwealth.com