Overview
Assets Under Management: $7.2 billion
Headquarters: TAMPA, FL
High-Net-Worth Clients: 1,691
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,691
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.07
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 29,614
Discretionary Accounts: 24,406
Non-Discretionary Accounts: 5,208
Regulatory Filings
CRD Number: 112294
Filing ID: 2000753
Last Filing Date: 2025-06-30 10:41:00
Website: https://jw-cole.com