Overview
Assets Under Management: $340 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 120
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.31
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 216
Discretionary Accounts: 216
Regulatory Filings
CRD Number: 326808
Last Filing Date: 2024-03-27 00:00:00
Website: https://samjocapital.com