Overview
Assets Under Management: $104 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 42
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 182
Discretionary Accounts: 182
Regulatory Filings
CRD Number: 119111
Last Filing Date: 2025-01-09 00:00:00
Website: https://jbglobal.com