Overview
Assets Under Management: $173 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 116
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.44
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 403
Discretionary Accounts: 403
Regulatory Filings
CRD Number: 114929
Last Filing Date: 2025-02-03 00:00:00
Website: https://jkfinancialinc.com