Overview
Assets Under Management: $167 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 64
Average Client Assets: $2.0 million
Frequently Asked Questions
JPH ADVISORY GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125268), JPH ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
JPH ADVISORY GROUP, INC. is headquartered in ATLANTA, GA.
JPH ADVISORY GROUP, INC. serves 64 high-net-worth clients according to their SEC filing dated February 28, 2018. View client details ↓
According to their SEC Form ADV, JPH ADVISORY GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
JPH ADVISORY GROUP, INC. manages $167 million in client assets according to their SEC filing dated February 28, 2018.
According to their SEC Form ADV, JPH ADVISORY GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.44%
Average Client Assets: $2.0 million
Total Client Accounts: 782
Discretionary Accounts: 768
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 125268
Filing ID: 1179124
Last Filing Date: 2018-02-28 08:27:00