Overview
Assets Under Management: $236 million
Headquarters: BUFFALO GROVE, IL
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.56
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 942
Discretionary Accounts: 933
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 123565
Last Filing Date: 2024-06-20 00:00:00
Website: https://jfgplan.com