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JT STRATFORD, LLC
GAINESVILLE, GA
770-534-6046
SEC #801-101474Total AUM
$1B
Employees
18Clients
1,266Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
311 GREEN STREET
SUITE 100
GAINESVILLE
GA 30501
United States
SUITE 100
GAINESVILLE
GA 30501
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
770-534-6046
Other Offices
4
Financials
Total AUM
$1B
Accounts
2,734Discretionary
$1B
Accounts
2,732Non-Discretionary
$37K
Accounts
2
Clients
Individual Clients
977AUM
$298M
HNW Individual Clients
261AUM
$657.3M
Pension/Profit Sharing Plan Clients
18AUM
$50.9M
Charitable Organization Clients
6AUM
$1.8M
Corporation or Business Clients
4AUM
$6.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING AGREEMENT/ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALCOFLGALANCPASCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.