Overview
Assets Under Management: $1.8 billion
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 11
Average Client Assets: $69 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.51
Average High-Net-Worth Client Assets: $69 million
Total Client Accounts: 7,459
Discretionary Accounts: 7,286
Non-Discretionary Accounts: 173
Regulatory Filings
CRD Number: 122307
Filing ID: 2003059
Last Filing Date: 2025-07-11 17:07:00
Website: https://jdla-advisers.com