Overview
Assets Under Management: $154 million
Headquarters: GARDINER, ME
High-Net-Worth Clients: 22
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.68
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,310
Discretionary Accounts: 1,310
Regulatory Filings
CRD Number: 313352
Filing ID: 2009631
Last Filing Date: 2025-08-14 12:38:00
Website: https://jmarbour.com