Overview
Assets Under Management: $282 million
Headquarters: ASHEVILLE, NC
High-Net-Worth Clients: 37
Average Client Assets: $4 million
Frequently Asked Questions
JOEL ADAMS AND ASSOCIATES INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319379), JOEL ADAMS AND ASSOCIATES INC. is subject to fiduciary duty under federal law.
JOEL ADAMS AND ASSOCIATES INC. is headquartered in ASHEVILLE, NC.
JOEL ADAMS AND ASSOCIATES INC. serves 37 high-net-worth clients according to their SEC filing dated January 28, 2025. View client details ↓
According to their SEC Form ADV, JOEL ADAMS AND ASSOCIATES INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JOEL ADAMS AND ASSOCIATES INC. manages $282 million in client assets according to their SEC filing dated January 28, 2025.
According to their SEC Form ADV, JOEL ADAMS AND ASSOCIATES INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.44
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 952
Discretionary Accounts: 952
Regulatory Filings
CRD Number: 319379
Last Filing Date: 2025-01-28 00:00:00
Website: https://joeladamsasheville.com