Overview
Assets Under Management: $300 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 171
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: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 878
Discretionary Accounts: 878
Regulatory Filings
CRD Number: 328474
Last Filing Date: 2025-01-27 00:00:00
Website: https://jplwm.com