Overview
Assets Under Management: $2.2 billion
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.98
Total Client Accounts: 7
Discretionary Accounts: 2
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 305102
Last Filing Date: 2024-03-30 00:00:00
Website: https://jdeuroway.com