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Building 2JOEL ADAMS AND ASSOCIATES INC.

Map pinASHEVILLE, NC
Phone(828) 251-9700
NotebookSEC #801-123660
Total AUM
$305.6M
Employees
3
Clients
286

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
545 MERRIMON AVENUE
ASHEVILLE
NC 28804
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(828) 251-9700
Other Offices
1

ReceiptFinancials

Total AUM
$305.6M
Accounts
1,452
Discretionary
$305.6M
Accounts
1,452
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
233
AUM
$93.8M
HNW Individual Clients
44
AUM
$179.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
7
AUM
$29.2M
Corporation or Business Clients
1
AUM
$997.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANCNYTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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