Overview
Assets Under Management: $851 million
Headquarters: MILTON, GA
High-Net-Worth Clients: 141
Average Client Assets: $5 million
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