Overview
Assets Under Management: $262 million
Headquarters: TRENTON, MI
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 734
Discretionary Accounts: 734
Regulatory Filings
CRD Number: 124456
Last Filing Date: 2025-01-02 00:00:00
Website: https://jfrfinancial.com