Overview
Assets Under Management: $127 million
Headquarters: GLASTONBURY, CT
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 453
Discretionary Accounts: 453
Regulatory Filings
CRD Number: 305987
Last Filing Date: 2025-02-20 00:00:00
Website: https://jkprivatewealth.com