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Building 2JMS CAPITAL GROUP WEALTH SERVICES, LLC

Map pinSEWICKLEY, PA
Phone412-415-1177
NotebookSEC #801-106661
Total AUM
$174M
Employees
4
Clients
425

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
417 THORN STREET
SUITE 300
SEWICKLEY
PA 15143
United States
Operating Hours
8:30-5
Monday - Friday
Phone
412-415-1177

ReceiptFinancials

Total AUM
$174M
Accounts
419
Discretionary
$135.6M
Accounts
413
Non-Discretionary
$38.4M
Accounts
6

ContactClients

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Individual Clients
265
AUM
$48.1M
HNW Individual Clients
150
AUM
$86.3M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
3
AUM
$38.4M
Charitable Organization Clients
1
AUM
$1.3M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
INSURANCE, ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPATX

HandshakeAffiliates

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Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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