Overview
Assets Under Management: $139 million
Headquarters: WILLIAMSBURG, VA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 535
Discretionary Accounts: 474
Non-Discretionary Accounts: 61
Regulatory Filings
CRD Number: 324719
Last Filing Date: 2025-01-15 00:00:00
Website: https://jossbrown.com