Overview
Assets Under Management: $332 million
Headquarters: TOMS RIVER, NJ
High-Net-Worth Clients: 4
Average Client Assets: $39 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.59
Average High-Net-Worth Client Assets: $39 million
Total Client Accounts: 1,678
Discretionary Accounts: 1,652
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 282967
Filing ID: 1966522
Last Filing Date: 2025-03-31 16:07:00
Website: https://jalinski.com