Overview
Assets Under Management: $206 million
Headquarters: BLAINE, MN
High-Net-Worth Clients: 38
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.68
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 47
Discretionary Accounts: 47
Regulatory Filings
CRD Number: 104976
Last Filing Date: 2025-02-19 00:00:00
Website: https://jka-email.com