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Building 2BANKPLUS WEALTH ADVISORS

Map pinJACKSON, MS
Phone601-607-4290
NotebookSEC #801-121567
Total AUM
$263.8M
Employees
19
Clients
645

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 EASTOVER DRIVE
SUITE 300
JACKSON
MS 39211
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
601-607-4290
Other Offices
2

ReceiptFinancials

Total AUM
$263.8M
Accounts
944
Discretionary
$263.8M
Accounts
944
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
582
AUM
$125.7M
HNW Individual Clients
51
AUM
$131.9M
Charitable Organization Clients
3
AUM
$1.8M
Corporation or Business Clients
9
AUM
$4.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARFLGALAMSTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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