Overview
Assets Under Management: $345 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 229
Average Client Assets: $933,228
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 229
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.02
Average High-Net-Worth Client Assets: $933,228
Total Client Accounts: 1,567
Discretionary Accounts: 1,557
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 327611
Filing ID: 1992114
Last Filing Date: 2025-05-22 08:16:00
Website: https://joot.io