Overview
Assets Under Management: $179 million
Headquarters: PADUCAH, KY
High-Net-Worth Clients: 162
Average Client Assets: $782,374
Frequently Asked Questions
JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC 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 #312706), JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC is headquartered in PADUCAH, KY.
JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC serves 162 high-net-worth clients according to their SEC filing dated November 14, 2024. View client details ↓
According to their SEC Form ADV, JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC manages $179 million in client assets according to their SEC filing dated November 14, 2024.
According to their SEC Form ADV, JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.82
Average High-Net-Worth Client Assets: $782,374
Total Client Accounts: 980
Discretionary Accounts: 980
Regulatory Filings
CRD Number: 312706
Last Filing Date: 2024-11-14 00:00:00
Website: https://jenningsfinancialadvisors.com