Overview
Assets Under Management: $357 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 117
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.80
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 875
Discretionary Accounts: 395
Non-Discretionary Accounts: 480
Regulatory Filings
CRD Number: 325221
Last Filing Date: 2024-03-08 00:00:00
Website: https://jdjoyce.com