Overview
Assets Under Management: $240 million
Headquarters: ANAHEIM, CA
High-Net-Worth Clients: 39
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.87
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 942
Discretionary Accounts: 942
Regulatory Filings
CRD Number: 153803
Last Filing Date: 2025-02-24 00:00:00
Website: https://jackkeeter.com