Overview

Assets Under Management: $202.2 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 28
Average Client Assets: $200 million

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies

Clients

Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.77
Average High-Net-Worth Client Assets: $200 million
Total Client Accounts: 35,239
Discretionary Accounts: 35,239

Regulatory Filings

CRD Number: 105790
Filing ID: 2005333
Last Filing Date: 2025-08-04 15:19:00
Website: https://jhancock.com