Overview
Assets Under Management: $192 million
Headquarters: CENTENNIAL, CO
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.49
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 345
Discretionary Accounts: 344
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 298784
Last Filing Date: 2025-02-28 00:00:00
Website: https://jhpwealth.com