Overview
Assets Under Management: $302 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 742
Discretionary Accounts: 689
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 169208
Last Filing Date: 2025-02-20 00:00:00
Website: https://jpsfinancial.com