Overview
Assets Under Management: $216 million
Headquarters: MT. PLEASANT, SC
High-Net-Worth Clients: 73
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: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 226
Discretionary Accounts: 226
Regulatory Filings
CRD Number: 129475
Last Filing Date: 2024-03-11 00:00:00
Website: https://jpwm.com