Overview
Assets Under Management: $412 million
Headquarters: WEST DUNDEE, IL
High-Net-Worth Clients: 4
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.91
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 2,688
Discretionary Accounts: 2,501
Non-Discretionary Accounts: 187
Regulatory Filings
CRD Number: 289593
Filing ID: 1962652
Last Filing Date: 2025-03-19 16:48:00
Website: https://jghfs.com