Overview
Assets Under Management: $535 million
Headquarters: PORTAGE, MI
High-Net-Worth Clients: 166
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,238
Discretionary Accounts: 1,238
Regulatory Filings
CRD Number: 110799
Last Filing Date: 2025-02-19 00:00:00
Website: https://jawainc.com